Pathward Financial
CASH
CASH
273 hedge funds and large institutions have $1.93B invested in Pathward Financial in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 88 increasing their positions, 99 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
4.8% more ownership
Funds ownership: 90.1% → 94.9% (+4.8%)
11% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 99
Holders
273
Holding in Top 10
5
Calls
$428K
Puts
–
Top Buyers
| 1 | +$49.9M | |
| 2 | +$22.4M | |
| 3 | +$20.8M | |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$20.3M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$10.8M |
Top Sellers
| 1 | -$13.6M | |
| 2 | -$10.1M | |
| 3 | -$9.92M | |
| 4 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$9.34M |
| 5 |
Morgan Stanley
New York
|
-$7.16M |
