Pathward Financial
CASH
CASH
260 hedge funds and large institutions have $1.57B invested in Pathward Financial in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 112 reducing their positions, and 38 closing their positions.
New
Increased
Maintained
Reduced
Closed
less first-time investments, than exits
New positions opened: | Existing positions closed:
less call options, than puts
Call options by funds: $ | Put options by funds: $
less funds holding
Funds holding: →
less ownership
Funds ownership: →
8% less capital invested
Capital invested by funds: $1.71B → $1.57B (-$140M)
37% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 112
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Holders
260
Holding in Top 10
2
Calls
$497K
Puts
$533K
Top Buyers
| 1 | +$16.7M | |
| 2 | +$9.93M | |
| 3 | +$9.45M | |
| 4 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$8.84M |
| 5 |
Cerity Partners
New York
|
+$8.57M |
Top Sellers
| 1 | -$140M | |
| 2 | -$25.6M | |
| 3 | -$24.4M | |
| 4 |
SWM
Shepherd Wealth Management
Cincinnati,
Ohio
|
-$10.1M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$9.91M |
