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Pathward Financial

261 hedge funds and large institutions have $1.57B invested in Pathward Financial in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 112 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

7% less call options, than puts

Call options by funds: $497K | Put options by funds: $533K

1% less funds holding

Funds holding: 264261 (-3)

1.65% less ownership

Funds ownership: 91.75%90.1% (-1.7%)

8% less capital invested

Capital invested by funds: $1.71B → $1.57B (-$140M)

37% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 112

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
261
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
71
Reduced
112
Closed
38
Calls
$497K
Puts
$533K
Net Calls
-$36K
Net Calls Change
+$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
101
Orchard Capital Management
Illinois
$1.48M +$40.9K +570 +3%
TAM
102
Tealwood Asset Management
Minnesota
$1.48M -$34.7K -484 -2%
Man Group
103
Man Group
United Kingdom
$1.46M -$1.39M -19,413 -49%
PRCP
104
Pacific Ridge Capital Partners
Oregon
$1.4M +$254K +3,546 +22%
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$1.36M
Canada Life
106
Canada Life
Manitoba, Canada
$1.36M -$956K -13,333 -41%
VHAM
107
Van Hulzen Asset Management
California
$1.35M -$138K -1,929 -9%
QT
108
Quantbot Technologies
New York
$1.32M -$349K -4,869 -21%
YIH
109
Y-Intercept (HK)
Hong Kong
$1.25M +$1.27M +17,669 New
GT
110
Glenmede Trust
Pennsylvania
$1.22M +$1.23M +17,163 New
SOADOR
111
State of Alaska Department of Revenue
Alaska
$1.2M +$312K +4,346 +35%
JF
112
Jump Financial
Illinois
$1.19M +$1.2M +16,730 New
EMFAT
113
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.18M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
114
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.16M +$1.17M +16,300 New
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$1.11M -$65.4K -912 -6%
VRS
116
Virginia Retirement Systems
Virginia
$1.1M +$115K +1,600 +12%
WCM
117
Wedge Capital Management
North Carolina
$1.03M +$21.2K +296 +2%
SG Americas Securities
118
SG Americas Securities
New York
$975K -$1.29K -18 -0.1%
Amundi
119
Amundi
France
$933K +$638K +8,895 +209%
MIM
120
MetLife Investment Management
New Jersey
$916K -$79.2K -1,105 -8%
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$879K +$270K +3,763 +63%
BF
122
BOK Financial
Oklahoma
$863K -$4.59K -64 -0.5%
IMRF
123
Illinois Municipal Retirement Fund
Illinois
$845K -$67.1K -936 -7%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$836K -$1.48M -20,701 -64%
Pathstone Holdings
125
Pathstone Holdings
New Jersey
$818K -$1.35M -18,853 -62%