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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
Legal & General Group
51
Legal & General Group
United Kingdom
$4.49M -$133K -1,860 -3%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$4.39M -$213K -2,966 -5%
First Trust Advisors
53
First Trust Advisors
Illinois
$4.26M -$1.57M -21,950 -27%
CA
54
CSM Advisors
Pennsylvania
$4.14M -$4.25M -59,249 -50%
Citadel Advisors
55
Citadel Advisors
Florida
$3.92M +$2.46M +34,264 +164%
Federated Hermes
56
Federated Hermes
Pennsylvania
$3.78M +$1.99M +27,792 +109%
RHCA
57
Rosenthal Henry Capital Advisors
Indiana
$3.73M
BGIM
58
Brandywine Global Investment Management
Pennsylvania
$3.71M -$151K -2,100 -4%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$3.68M +$3.26M +45,513 +713%
Jane Street
60
Jane Street
New York
$3.53M -$1.38M -19,191 -28%
DA
61
Denali Advisors
California
$3.43M
GWMI
62
Guardian Wealth Management (Illinois)
Illinois
$3.42M +$551K +7,684 +19%
Franklin Resources
63
Franklin Resources
California
$3.37M +$124K +1,736 +4%
Ameriprise
64
Ameriprise
Minnesota
$3.34M -$407K -5,682 -11%
Bank of America
65
Bank of America
North Carolina
$3.2M -$2.24M -31,286 -41%
Barclays
66
Barclays
United Kingdom
$3.2M +$600K +8,368 +23%
Swiss National Bank
67
Swiss National Bank
Switzerland
$3.19M -$93.2K -1,300 -3%
MAM
68
Meeder Asset Management
Ohio
$3.19M +$3.22M +44,892 New
A
69
AlphaQuest
New York
$2.91M +$2.14M +29,863 +268%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$2.91M +$364K +5,075 +14%
RCM
71
RMR Capital Management
California
$2.71M
ECM
72
ExodusPoint Capital Management
New York
$2.62M +$359K +5,010 +16%
Universal-Beteiligungs- und Servicegesellschaft
73
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.61M +$752K +10,485 +41%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$2.37M -$1.98M -27,664 -45%
EIP
75
Epoch Investment Partners
New York
$2.35M -$11.2K -156 -0.5%