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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
AG
51
Algert Global
California
$4.8M
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$4.79M
Assenagon Asset Management
53
Assenagon Asset Management
Luxembourg
$4.76M
FMI
54
F/M Investments
District of Columbia
$4.67M
Comerica Bank
55
Comerica Bank
Texas
$4.65M
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$4.52M
PCMC
57
Paragon Capital Management (Colorado)
Colorado
$4.49M
BGIM
58
Brandywine Global Investment Management
Pennsylvania
$4.02M
Ameriprise
59
Ameriprise
Minnesota
$3.9M
RHCA
60
Rosenthal Henry Capital Advisors
Indiana
$3.89M
DA
61
Denali Advisors
California
$3.58M
Swiss National Bank
62
Swiss National Bank
Switzerland
$3.43M
Franklin Resources
63
Franklin Resources
California
$3.38M
GWM
64
Guardian Wealth Management
Illinois
$3M
Man Group
65
Man Group
United Kingdom
$2.96M
Verition Fund Management
66
Verition Fund Management
Connecticut
$2.84M
RCM
67
RMR Capital Management
California
$2.82M
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.72M
Barclays
69
Barclays
United Kingdom
$2.71M
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$2.66M
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$2.61M
Rafferty Asset Management
72
Rafferty Asset Management
New York
$2.53M
Citigroup
73
Citigroup
New York
$2.51M
EIP
74
Epoch Investment Partners
New York
$2.46M
Canada Life
75
Canada Life
Manitoba, Canada
$2.43M