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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
3.17%
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
CG
276
Cynosure Group
Utah
-$715K -9,657 Closed
DB
277
Danske Bank
Denmark
-$619K -8,357 Closed
Zurich Cantonal Bank
278
Zurich Cantonal Bank
Switzerland
-$501K -6,984 Closed
CAG
279
Csenge Advisory Group
Florida
-$515K -6,959 Closed
Kovitz Investment Group Partners
280
Kovitz Investment Group Partners
Illinois
-$418K -5,650 Closed
AC
281
AXQ Capital
New Jersey
-$369K -4,985 Closed
TC
282
TwinBeech Capital
New York
-$354K -4,781 Closed
WS
283
Wedbush Securities
California
-$304K -4,109 Closed
JWCA
284
J.W. Cole Advisors
Florida
-$276K -3,731 Closed
DTL
285
Dynamic Technology Lab
Singapore
-$254K -3,428 Closed
AAP
286
Arax Advisory Partners
Colorado
-$242K -3,275 Closed
IA
287
Inspire Advisors
Idaho
-$233K -3,151 Closed
AI
288
Atria Investments
North Carolina
-$232K -3,136 Closed
Neuberger Berman Group
289
Neuberger Berman Group
New York
-$222K -2,993 Closed
QCM
290
Quantinno Capital Management
New York
-$216K -2,916 Closed
LPL Financial
291
LPL Financial
California
-$209K -2,828 Closed
FDP
292
Financiere des Professionnels
Quebec, Canada
-$189K -2,551 Closed
VI
293
Vestcor Inc
New Brunswick, Canada
-$125K -1,690 Closed
HFS
294
Hughes Financial Services
Virginia
-$27.7K -400 Closed
PS
295
Principal Securities
Iowa
-$19.3K -261 Closed
WANY
296
Wealthspire Advisors (New York)
New York
-$6.44K -87 Closed
QL
297
Quarry LP
New York
-$4.66K -63 Closed
Optiver Holding
298
Optiver Holding
Netherlands
-$2.52K -34 Closed
CFD
299
Creative Financial Designs
Indiana
-$2K -27 Closed
BFS
300
Bare Financial Services
Pennsylvania
-$518 -7 Closed