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Pathward Financial

262 hedge funds and large institutions have $1.71B invested in Pathward Financial in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 104

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

38% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $6.03M

Holders
262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.74M
Puts
$6.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
26
Phocas Financial Corp
California
$12.3M
ClearBridge Investments
27
ClearBridge Investments
New York
$11.7M
Deutsche Bank
28
Deutsche Bank
Germany
$11.5M
ACA
29
Aptus Capital Advisors
Alabama
$10.5M
SWM
30
Shepherd Wealth Management
Ohio
$10.1M
DCM
31
Driehaus Capital Management
Illinois
$9.91M
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$9.81M
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$9.52M
Two Sigma Advisers
34
Two Sigma Advisers
New York
$9.28M
CA
35
CSM Advisors
Pennsylvania
$8.71M
MAP
36
Moody Aldrich Partners
Massachusetts
$8.26M
Principal Financial Group
37
Principal Financial Group
Iowa
$8.22M
KCM
38
Kennedy Capital Management
Missouri
$7.26M
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$6.88M
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$6.72M
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.63M
First Trust Advisors
42
First Trust Advisors
Illinois
$6.06M
UBS Group
43
UBS Group
Switzerland
$5.89M
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$5.85M
IIM
45
INTECH Investment Management
Florida
$5.74M
Bank of America
46
Bank of America
North Carolina
$5.65M
JAM
47
Jupiter Asset Management
United Kingdom
$5.53M
Millennium Management
48
Millennium Management
New York
$5.37M
Jane Street
49
Jane Street
New York
$5.1M
Legal & General Group
50
Legal & General Group
United Kingdom
$4.81M