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Pathward Financial

270 hedge funds and large institutions have $1.8B invested in Pathward Financial in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+20
Holders Change %
+8%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
48
Increased
86
Reduced
99
Closed
22
Calls
$2.01M
Puts
$42.3M
Net Calls
-$40.3M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Shares
Change %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$2.47M -$16.5K -209 -0.7%
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$2.43M -$154K -1,942 -6%
DFCM
78
Dark Forest Capital Management
Puerto Rico
$2.43M +$745K +9,421 +44%
Deutsche Bank
79
Deutsche Bank
Germany
$2.34M +$748K +9,453 +47%
Natixis Advisors
80
Natixis Advisors
Massachusetts
$2.25M +$107K +1,354 +5%
HF
81
HRT Financial
New York
$2.21M -$445K -5,631 -17%
AllianceBernstein
82
AllianceBernstein
Tennessee
$2.2M -$1.85M -23,340 -46%
CAM
83
Chou Associates Management
Ontario, Canada
$2.17M
PFO
84
PMC FIG Opportunities
Israel
$2.15M +$2.15M +27,231 New
Millennium Management
85
Millennium Management
New York
$2.12M -$8.06M -101,813 -79%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$2.08M -$12.7K -161 -0.6%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$1.98M +$54.8K +692 +3%
Jane Street
88
Jane Street
New York
$1.94M -$1.28M -16,221 -40%
TAM
89
Tealwood Asset Management
Minnesota
$1.82M -$13.6K -172 -0.7%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$1.82M +$17.5K +221 +1%
SCA
91
Sippican Capital Advisors
Massachusetts
$1.74M +$1.98K +25 +0.1%
VHAM
92
Van Hulzen Asset Management
California
$1.71M -$227K -2,871 -12%
A
93
AlphaQuest
New York
$1.59M +$1.59M +20,119 New
Mackenzie Financial
94
Mackenzie Financial
Ontario, Canada
$1.58M +$1.58M +19,986 New
NIG
95
NFJ Investment Group
Texas
$1.57M -$9.81K -124 -0.6%
OCM
96
Orchard Capital Management
Illinois
$1.56M -$7.63M -96,429 -83%
SEI Investments
97
SEI Investments
Pennsylvania
$1.53M -$1.3M -16,404 -46%
Janus Henderson Group
98
Janus Henderson Group
United Kingdom
$1.52M -$974K -12,303 -39%
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$1.49M +$168K +2,126 +13%
SFI
100
Susquehanna Fundamental Investments
Pennsylvania
$1.46M -$275K -3,481 -16%