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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
Canada Life
76
Canada Life
Manitoba, Canada
$2.43M
Natixis Advisors
77
Natixis Advisors
Massachusetts
$2.4M
ECM
78
ExodusPoint Capital Management
New York
$2.36M
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$2.32M
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$2.31M
Russell Investments Group
81
Russell Investments Group
United Kingdom
$2.26M
Pathstone Holdings
82
Pathstone Holdings
New Jersey
$2.25M
AllianceBernstein
83
AllianceBernstein
Tennessee
$2.08M
CAM
84
Chou Associates Management
Ontario, Canada
$2.03M
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$1.93M
Universal-Beteiligungs- und Servicegesellschaft
86
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.91M
Federated Hermes
87
Federated Hermes
Pennsylvania
$1.89M
Prudential Financial
88
Prudential Financial
New Jersey
$1.86M
SSA
89
Schonfeld Strategic Advisors
New York
$1.76M
VOYA Investment Management
90
VOYA Investment Management
Georgia
$1.75M
QT
91
Quantbot Technologies
New York
$1.74M
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$1.7M
SCA
93
Sippican Capital Advisors
Massachusetts
$1.59M
TAM
94
Tealwood Asset Management
Minnesota
$1.58M
VHAM
95
Van Hulzen Asset Management
California
$1.55M
Citadel Advisors
96
Citadel Advisors
Florida
$1.55M
Credit Agricole
97
Credit Agricole
France
$1.51M
OCM
98
Orchard Capital Management
Illinois
$1.5M
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$1.5M
EGM
100
Engineers Gate Manager
New York
$1.42M