Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

JACK IN THE BOX INC COM (JACK)

166 + Investors. Track Smart Money conviction in JACK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
4Q ▼
Buyers last Q
40%

Smart Money Signals — JACK

Based on 159 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their JACK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
159 funds currently hold this stock — 76% of the 3.0-year high of 210 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 23% fewer funds vs a year ago

fund count last 6Q
48 fewer hedge funds hold JACK compared to a year ago (-23% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

75 buying111 selling
Last quarter: 111 funds reduced or exited vs 75 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new JACK position: 34 → 35 → 25 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 19% new
101 out of 159 hedge funds have held JACK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~36 new funds/quarter

36 → 34 → 35 → 25 → 36 new funds/Q
New funds entering each quarter: 34 → 35 → 25 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 8% 1-2yr ■ 22% new
Of 170 current holders: 118 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
38 of 159 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JACK

In 2025 Q4, 75 hedge funds were net buyers of JACK (36 opened a new position, 39 added to an existing one), while 111 reduced or exited (71 trimmed, 40 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. This extends a 4-quarter selling streak, suggesting sustained institutional caution. 37% of total institutional value in JACK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 159.

Hedge Fund Ownership: JACK

How many hedge funds hold JACK — quarterly history vs. share price
Quarterly hedge fund ownership of JACK vs. share price

Market Analysis: JACK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JACK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 2 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: JACK
2026 Q1 Stats Unlock in 5 days 166 + Investors

Track Smart Money conviction in JACK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 166 176 -5.68%
13F Shares 19M 21M -8.74%
Total Value $365M $417M -12.61%
New Positions 36 25 +11
Increased Positions 49 93 -44
Closed Positions 45 42 +3
Reduced Positions 91 77 +14
Total Calls 8 10 -20.0%
Total Puts 8 12 -33.33%
PUT/CALL Ratio 1.0 1.2 Neutral

Statistics: JACK

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

166 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JACK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of JACK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BIGLARI, SARDAR 3.81% 200,617 $1.9M
2 BIGLARI CAPITAL CORP. 1.75% 1,683,652 $16.3M
3 Windward Management LP 1.36% 182,404 $1.8M
4 Callodine Capital Management, LP 1.19% 1,760,470 $17.0M
5 IPG Investment Advisors LLC 0.89% 536,296 $5.2M
6 Nantahala Capital Management, LLC 0.55% 1,542,715 $14.9M
7 Crawford Fund Management, LLC 0.31% 165,000 $1.6M
8 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.12% 193,657 $1.9M
9 Nebula Research & Development LLC 0.10% 69,033 $1.2M
10 Atom Investors LP 0.06% 91,796 $888K
11 Invenomic Capital Management LP 0.06% 125,915 $1.2M
12 AXQ CAPITAL, LP 0.05% 41,373 $400K
13 MANNING & NAPIER ADVISORS LLC 0.05% 376,343 $3.6M
14 NOVEM GROUP 0.04% 35,200 $340K
15 Shay Capital LLC 0.04% 46,040 $445K
16 PCM Encore, LLC 0.03% 17,548 $170K
17 AlphaQuest LLC 0.03% 25,191 $477K
18 Dynamic Technology Lab Private Ltd 0.03% 16,168 $156K
19 Engineers Gate Manager LP 0.02% 189,955 $1.8M
20 FOX RUN MANAGEMENT, L.L.C. 0.02% 13,467 $127K
21 Quantbot Technologies LP 0.01% 34,321 $332K
22 EARNEST PARTNERS LLC 0.01% 313,891 $3.0M
23 LSV ASSET MANAGEMENT 0.01% 564,061 $5K
24 Virtu Financial LLC 0.01% 28,000 —
25 Graham Capital Management, L.P. 0.01% 33,704 $326K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — JACK IN THE BOX INC COM (JACK)

What does the Smart Money Trend signal show for JACK?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their JACK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JACK?

More sellers than buyers — 40% buying: Last quarter: 111 funds reduced or exited vs 75 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JACK holders?

Strong quality — 37% AUM from major funds: 38 of 159 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JACK?

64% of holders stayed for 2+ years: 101 out of 159 hedge funds have held JACK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.