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Pathward Financial

263 hedge funds and large institutions have $1.72B invested in Pathward Financial in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

17% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 103

38% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $6.03M

Holders
263
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.74M
Puts
$6.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
226
Principal Securities
Iowa
$19.3K
VCM
227
Versant Capital Management
Arizona
$19K
Ohio Public Employees Retirement System (OPERS)
228
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.4K
HFS
229
Hantz Financial Services
Michigan
$15K
LFG
230
Larson Financial Group
Missouri
$13.2K
CIAM
231
Caitong International Asset Management
Hong Kong
$13.2K
FFA
232
Farther Finance Advisors
California
$12.7K
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$9.4K
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$9.25K
WANY
235
Wealthspire Advisors (New York)
New York
$6.44K
LI
236
LRI Investments
Florida
$6.11K
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$6.07K
UB
238
UMB Bank
Missouri
$6K
QL
239
Quarry LP
New York
$4.66K
BIA
240
Bell Investment Advisors
California
$4.44K
SCM
241
Sterling Capital Management
North Carolina
$4.29K
TFA
242
Transamerica Financial Advisors
Florida
$3.78K
FFO
243
Fortitude Family Office
Arizona
$3.63K
BTI
244
Blue Trust Inc
Georgia
$3.48K
AssetMark Inc
245
AssetMark Inc
California
$3.18K
SL
246
Salomon & Ludwin
Virginia
$2.73K
CT
247
Colonial Trust
South Carolina
$2.54K
Optiver Holding
248
Optiver Holding
Netherlands
$2.52K
Jones Financial Companies
249
Jones Financial Companies
Missouri
$2.43K
WA
250
Westfuller Advisors
New York
$2.02K