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Pathward Financial

261 hedge funds and large institutions have $1.57B invested in Pathward Financial in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 112 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

7% less call options, than puts

Call options by funds: $497K | Put options by funds: $533K

1% less funds holding

Funds holding: 264261 (-3)

1.65% less ownership

Funds ownership: 91.75%90.1% (-1.7%)

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: 62 (-4)

Holders
261
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
71
Reduced
112
Closed
38
Calls
$497K
Puts
$533K
Net Calls
-$36K
Net Calls Change
+$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
251
SBI Securities
Japan
$1.14K
C
252
Covestor
United Kingdom
$1K -$72 -1 -13%
TWD
253
True Wealth Design
Ohio
$994 -$215 -3 -18%
FFA
254
Farther Finance Advisors
California
$852 -$11.4K -159 -93%
AAM
255
Advisors Asset Management
Colorado
$781
GRP
256
Global Retirement Partners
California
$710 +$430 +6 +150%
ACM
257
Aster Capital Management
United Arab Emirates
$355 +$358 +5 New
BWA
258
Basecamp Wealth Advisors
Washington
$355 +$358 +5 New
FHA
259
Flagship Harbor Advisors
Massachusetts
$355 +$358 +5 New
CIAM
260
Caitong International Asset Management
Hong Kong
$284 -$12.5K -174 -98%
CMA
261
Cedar Mountain Advisors
Oregon
$284 +$287 +4 New
SS
262
Sunbelt Securities
Texas
$71 -$215 -3 -75%
HNB
263
Huntington National Bank
Ohio
$71
TPBG
264
Turning Point Benefit Group
Maryland
$71
VIM
265
Vinva Investment Management
Australia
-$140M -188,804 Closed
DCM
266
Driehaus Capital Management
Illinois
-$9.91M -133,930 Closed
JAM
267
Jupiter Asset Management
United Kingdom
-$5.53M -74,763 Closed
Assenagon Asset Management
268
Assenagon Asset Management
Luxembourg
-$4.76M -64,360 Closed
Credit Agricole
269
Credit Agricole
France
-$1.51M -20,403 Closed
NIG
270
NFJ Investment Group
Texas
-$1.37M -18,474 Closed
SWM
271
Shepherd Wealth Management
Ohio
-$10.1M -15,726 Closed
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
-$1.02M -13,769 Closed
Lazard Asset Management
273
Lazard Asset Management
New York
-$829K -11,207 Closed
Marshall Wace
274
Marshall Wace
United Kingdom
-$791K -10,688 Closed
UA
275
Unison Advisors
District of Columbia
-$755K -10,200 Closed