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Pathward Financial

263 hedge funds and large institutions have $1.72B invested in Pathward Financial in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 103 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

17% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 103

38% less call options, than puts

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

Holders
263
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
Legal & General Group
51
Legal & General Group
United Kingdom
$4.81M
AG
52
Algert Global
California
$4.8M
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$4.79M
Assenagon Asset Management
54
Assenagon Asset Management
Luxembourg
$4.76M
FMI
55
F/M Investments
District of Columbia
$4.67M
Comerica Bank
56
Comerica Bank
Texas
$4.65M
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$4.52M
PCMC
58
Paragon Capital Management (Colorado)
Colorado
$4.49M
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$4.02M
Ameriprise
60
Ameriprise
Minnesota
$3.9M
RHCA
61
Rosenthal Henry Capital Advisors
Indiana
$3.89M
DA
62
Denali Advisors
California
$3.58M
Swiss National Bank
63
Swiss National Bank
Switzerland
$3.43M
Franklin Resources
64
Franklin Resources
California
$3.38M
GWM
65
Guardian Wealth Management
Illinois
$3M
Man Group
66
Man Group
United Kingdom
$2.96M
Verition Fund Management
67
Verition Fund Management
Connecticut
$2.84M
RCM
68
RMR Capital Management
California
$2.82M
Connor, Clark & Lunn Investment Management (CC&L)
69
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.72M
Barclays
70
Barclays
United Kingdom
$2.71M
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$2.66M
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$2.61M
Rafferty Asset Management
73
Rafferty Asset Management
New York
$2.53M
Citigroup
74
Citigroup
New York
$2.51M
EIP
75
Epoch Investment Partners
New York
$2.46M