We are live on
!
Find out more
Pathward Financial
CASH
CASH
251 hedge funds and large institutions have $1.63B invested in Pathward Financial in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 106 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
26% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 27
2% more funds holding
Funds holding: 245 → 251 (+6)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
6% less capital invested
Capital invested by funds: $1.74B → $1.63B (-$112M)
6.55% less ownership
Funds ownership: 96.91% → 90.36% (-6.5%)
35% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 106
48% less call options, than puts
Call options by funds: $321K | Put options by funds: $620K
Holders
251
Holders Change
+6
Holders Change %
+2.45%
% of All Funds
3.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
69
Reduced
106
Closed
27
Calls
$321K
Puts
$620K
Net Calls
-$299K
Net Calls Change
-$954K
Top Buyers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.6M |
| 2 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$10.1M |
| 3 |
Millennium Management
New York
|
+$7.12M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$5.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$5.53M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$49.6M |
| 2 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$14.1M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$9.71M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$9.67M |
| 5 |
State Street
Boston,
Massachusetts
|
-$9.55M |
