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Pathward Financial
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Overview Fund Activity

250 hedge funds and large institutions have $1.63B invested in Pathward Financial in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 105 reducing their positions, and 27 closing their positions.

Holders
250
Holders Change
+6
Holders Change %
+2.46%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
35
Increased
68
Reduced
105
Closed
27
Calls
$321K
Puts
$620K
Net Calls
-$299K
Net Calls Change
-$954K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$13M
2
NPIC
2
Neumeier Poma Investment Counsel
California
$9.68M
3
Millennium Management
3
Millennium Management
New York
$9.38M
4
KCM
4
Kennedy Capital Management
Missouri
$7.33M
5
Invesco
5
Invesco
Georgia
$22.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.2M
2
AAM
2
Austin Asset Management
Texas
$23.6M
3
NCM
3
Nantahala Capital Management
Connecticut
$0
4
FI
4
Financial Insights
Washington
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$2.38M +$57.9K +793 +2%
Verition Fund Management
77
Verition Fund Management
Connecticut
$2.37M +$1.01M +13,879 +74%
Axa
78
Axa
France
$2.3M +$2.1M +28,823 +1,044%
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$2.29M +$624K +8,572 +37%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$2.29M -$19.5K -267 -0.8%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$2.28M +$967K +13,252 +73%
Rafferty Asset Management
82
Rafferty Asset Management
New York
$2.19M -$381K -5,226 -15%
Citadel Advisors
83
Citadel Advisors
Florida
$2.05M -$2.9M -39,713 -59%
CAM
84
Chou Associates Management
Ontario, Canada
$2M – – –
Natixis Advisors
85
Natixis Advisors
Massachusetts
$1.98M +$254K +3,481 +15%
Comerica Bank
86
Comerica Bank
Texas
$1.95M +$922K +12,632 +90%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$1.93M -$225K -3,085 -10%
XT
88
XTX Topco
Cayman Islands
$1.81M +$903K +12,376 +99%
VHAM
89
Van Hulzen Asset Management
California
$1.79M +$1.79M +24,500 New
Russell Investments Group
90
Russell Investments Group
United Kingdom
$1.78M -$28.1K -385 -2%
TAM
91
Tealwood Asset Management
Minnesota
$1.69M -$53.3K -731 -3%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$1.66M -$43K -589 -3%
SFI
93
Susquehanna Fundamental Investments
Pennsylvania
$1.6M -$177K -2,426 -10%
SCA
94
Sippican Capital Advisors
Massachusetts
$1.6M -$7.3K -100 -0.5%
DFCM
95
Dark Forest Capital Management
Puerto Rico
$1.55M +$1.55M +21,271 New
Credit Agricole
96
Credit Agricole
France
$1.49M – – –
Assenagon Asset Management
97
Assenagon Asset Management
Luxembourg
$1.48M -$9.29M -127,346 -86%
Deutsche Bank
98
Deutsche Bank
Germany
$1.47M -$139K -1,907 -9%
NIG
99
NFJ Investment Group
Texas
$1.46M -$1.92M -26,370 -57%
Man Group
100
Man Group
United Kingdom
$1.3M +$448K +6,140 +53%
2 3
4
5 6