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Pathward Financial

250 hedge funds and large institutions have $1.63B invested in Pathward Financial in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+6
Holders Change %
+2.46%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
35
Increased
68
Reduced
105
Closed
27
Calls
$321K
Puts
$620K
Net Calls
-$299K
Net Calls Change
-$954K
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
251
EverSource Wealth Advisors
Alabama
$73 -$730 -10 -91%
HNB
252
Huntington National Bank
Ohio
$73
Kovitz Investment Group Partners
253
Kovitz Investment Group Partners
Illinois
-$674K -568,780 Closed
NCM
254
Nantahala Capital Management
Connecticut
-$14.1M -191,343 Closed
Tudor Investment Corp
255
Tudor Investment Corp
Connecticut
-$6.4M -87,016 Closed
RWB
256
RMR Wealth Builders
New Jersey
-$61.1K -40,406 Closed
CP
257
CenterBook Partners
Connecticut
-$2.24M -30,468 Closed
Arrowstreet Capital
258
Arrowstreet Capital
Massachusetts
-$2.11M -28,664 Closed
MAM
259
Martingale Asset Management
Massachusetts
-$2.03M -27,539 Closed
JCIA
260
Jackson Creek Investment Advisors
Colorado
-$1.91M -25,947 Closed
II
261
Inspire Investing
Idaho
-$816K -11,088 Closed
PAP
262
Persistent Asset Partners
Hong Kong
-$842K -10,558 Closed
Balyasny Asset Management
263
Balyasny Asset Management
Illinois
-$542K -7,371 Closed
Renaissance Technologies
264
Renaissance Technologies
New York
-$412K -5,600 Closed
ACM
265
Aquatic Capital Management
Illinois
-$392K -5,333 Closed
PA
266
Profund Advisors
Maryland
-$350K -4,753 Closed
Allianz Asset Management
267
Allianz Asset Management
Germany
-$302K -4,100 Closed
Raymond James Financial
268
Raymond James Financial
Florida
-$279K -3,789 Closed
VF
269
Virtu Financial
New York
-$277K -3,760 Closed
A
270
AlphaQuest
New York
-$234K -3,178 Closed
CFGS
271
Concourse Financial Group Securities
Alabama
-$111K -1,440 Closed
DCM
272
Disciplina Capital Management
Tennessee
-$69.8K -948 Closed
UFF
273
USA Financial Formulas
Michigan
-$54.7K -744 Closed
FMP
274
Financial Management Professionals
Texas
-$32.2K -438 Closed
PMAM
275
Picton Mahoney Asset Management
Ontario, Canada
-$29K -396 Closed