Pathward Financial
CASH
CASH
250 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, 68 increasing their positions, 106 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
6.52% less ownership
Funds ownership: 96.83% → 90.31% (-6.5%)
36% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 106
48% less call options, than puts
Call options by funds: $321K | Put options by funds: $620K
Holders
250
Holding in Top 10
6
Calls
$321K
Puts
$620K
Top Buyers
| 1 | +$13.6M | |
| 2 | +$10.1M | |
| 3 | +$7.12M | |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$5.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$5.53M |
Top Sellers
| 1 | -$49.6M | |
| 2 | -$14.1M | |
| 3 | -$10.6M | |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$9.71M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$9.67M |