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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
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$1.42M
HF
102
HRT Financial
New York
$1.37M
Squarepoint
103
Squarepoint
New York
$1.37M
SFI
104
Susquehanna Fundamental Investments
Pennsylvania
$1.37M
NIG
105
NFJ Investment Group
Texas
$1.37M
EMFAT
106
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.23M
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$1.23M
PRCP
108
Pacific Ridge Capital Partners
Oregon
$1.2M
SEI Investments
109
SEI Investments
Pennsylvania
$1.17M
MCP
110
Militia Capital Partners
Nevada
$1.11M
Wells Fargo
111
Wells Fargo
California
$1.1M
GIM
112
Glenmede Investment Management
Pennsylvania
$1.08M
Arrowstreet Capital
113
Arrowstreet Capital
Massachusetts
$1.05M
WCM
114
Wedge Capital Management
North Carolina
$1.05M
MIM
115
MetLife Investment Management
New Jersey
$1.04M
VRS
116
Virginia Retirement Systems
Virginia
$1.02M
Mackenzie Financial
117
Mackenzie Financial
Ontario, Canada
$1.02M
SG Americas Securities
118
SG Americas Securities
New York
$1.02M
Victory Capital Management
119
Victory Capital Management
Texas
$1.01M
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$961K
IMRF
121
Illinois Municipal Retirement Fund
Illinois
$950K
SOADOR
122
State of Alaska Department of Revenue
Alaska
$924K
SPS
123
Susquehanna Portfolio Strategies
Pennsylvania
$912K
MML Investors Services
124
MML Investors Services
Massachusetts
$910K
BF
125
BOK Financial
Oklahoma
$904K