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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
PFC
26
Phocas Financial Corp
California
$11.8M -$29.2K -407 -0.2%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$11.5M +$1.9M +26,446 +20%
ClearBridge Investments
28
ClearBridge Investments
New York
$11M -$156K -2,179 -1%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$10.8M -$1.64M -22,878 -13%
UBS AM
30
UBS AM
Illinois
$10.8M -$3.48M -48,583 -24%
Deutsche Bank
31
Deutsche Bank
Germany
$10.4M -$643K -8,977 -6%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.3M +$7.75M +108,146 +294%
PCMC
33
Paragon Capital Management (Colorado)
Colorado
$10.3M
ACA
34
Aptus Capital Advisors
Alabama
$10.1M +$42.9K +598 +0.4%
NCM
35
Nantahala Capital Management
Connecticut
$9.34M +$8.84M +123,267 +1,478%
Cerity Partners
36
Cerity Partners
New York
$8.48M +$8.57M +119,497 New
BHCM
37
Brevan Howard Capital Management
Jersey
$8.2M +$8.07M +112,526 +3,777%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$7.97M +$1.38M +19,261 +21%
Principal Financial Group
39
Principal Financial Group
Iowa
$7.73M -$154K -2,146 -2%
MAP
40
Moody Aldrich Partners
Massachusetts
$7.56M -$368K -5,128 -5%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$7.33M -$1.59M -22,200 -18%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.32M +$975K +13,600 +15%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$7.13M +$1.53M +21,388 +27%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$7.01M -$106K -1,475 -11%
KCM
45
Kennedy Capital Management
Missouri
$6.94M -$26.7K -372 -0.4%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$6.78M +$341K +4,753 +5%
UBS Group
47
UBS Group
Switzerland
$6.64M +$1M +13,954 +18%
IIM
48
INTECH Investment Management
Florida
$5.37M -$133K -1,855 -2%
BFM
49
Boothbay Fund Management
New York
$5.03M +$5.08M +70,897 New
AG
50
Algert Global
California
$4.61M