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Pathward Financial

262 hedge funds and large institutions have $1.71B invested in Pathward Financial in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 104 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 funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 104

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

38% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $6.03M

Holders
262
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
HF
101
HRT Financial
New York
$1.37M
Squarepoint
102
Squarepoint
New York
$1.37M
SFI
103
Susquehanna Fundamental Investments
Pennsylvania
$1.37M
NIG
104
NFJ Investment Group
Texas
$1.37M
EMFAT
105
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.23M
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$1.23M
PRCP
107
Pacific Ridge Capital Partners
Oregon
$1.2M
SEI Investments
108
SEI Investments
Pennsylvania
$1.17M
MCP
109
Militia Capital Partners
Nevada
$1.11M
Wells Fargo
110
Wells Fargo
California
$1.1M
GIM
111
Glenmede Investment Management
Pennsylvania
$1.08M
Arrowstreet Capital
112
Arrowstreet Capital
Massachusetts
$1.05M
WCM
113
Wedge Capital Management
North Carolina
$1.05M
MIM
114
MetLife Investment Management
New Jersey
$1.04M
VRS
115
Virginia Retirement Systems
Virginia
$1.02M
Mackenzie Financial
116
Mackenzie Financial
Ontario, Canada
$1.02M
SG Americas Securities
117
SG Americas Securities
New York
$1.02M
Victory Capital Management
118
Victory Capital Management
Texas
$1.01M
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$961K
IMRF
120
Illinois Municipal Retirement Fund
Illinois
$950K
SOADOR
121
State of Alaska Department of Revenue
Alaska
$924K
SPS
122
Susquehanna Portfolio Strategies
Pennsylvania
$912K
MML Investors Services
123
MML Investors Services
Massachusetts
$910K
BF
124
BOK Financial
Oklahoma
$904K
VCM
125
Voleon Capital Management
California
$884K