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Pathward Financial

270 hedge funds and large institutions have $1.8B invested in Pathward Financial in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+20
Holders Change %
+8%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
48
Increased
86
Reduced
99
Closed
22
Calls
$2.01M
Puts
$42.3M
Net Calls
-$40.3M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Shares
Change %
JAM
26
Jupiter Asset Management
United Kingdom
$13M +$673K +8,500 +5%
PFC
27
Phocas Financial Corp
California
$12.9M +$1.9K +24 +0%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$12.7M +$271K +3,423 +2%
SWM
29
Shepherd Wealth Management
Ohio
$11.8M +$11.8M +15,485 New
Goldman Sachs
30
Goldman Sachs
New York
$11.8M -$2.53M -31,991 -18%
Principal Financial Group
31
Principal Financial Group
Iowa
$11.5M +$2.08M +26,313 +22%
MAP
32
Moody Aldrich Partners
Massachusetts
$10.6M -$162K -2,048 -2%
ClearBridge Investments
33
ClearBridge Investments
New York
$10M +$10M +126,987 New
ACA
34
Aptus Capital Advisors
Alabama
$9.77M +$869K +10,979 +10%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$9.57M -$1.6M -20,200 -14%
AG
36
Algert Global
California
$9.03M +$903K +11,415 +11%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$8.74M +$2.35M +28,779 +37%
CA
38
CSM Advisors
Pennsylvania
$8.46M +$8.46M +106,955 New
KCM
39
Kennedy Capital Management
Missouri
$7.73M -$214K -2,704 -3%
First Trust Advisors
40
First Trust Advisors
Illinois
$7.52M +$3.51M +44,413 +88%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.47M -$1.63M -20,561 -18%
IIM
42
INTECH Investment Management
Florida
$7.43M +$3.13M +39,577 +73%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$7.19M -$341K -4,305 -5%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$6.52M -$3.17M -40,075 -33%
PCMC
45
Paragon Capital Management (Colorado)
Colorado
$6.49M -$3.66M
Bank of America
46
Bank of America
North Carolina
$5.62M +$1.41M +17,817 +33%
Prudential Financial
47
Prudential Financial
New Jersey
$5.48M -$397K -5,020 -7%
Legal & General Group
48
Legal & General Group
United Kingdom
$5.42M +$153K +1,938 +3%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$5.23M -$106K -1,337 -2%
BCM
50
Bridgeway Capital Management
Texas
$5.1M -$633K -8,000 -11%