Pathward Financial
CASH
CASH
257 hedge funds and large institutions have $1.57B invested in Pathward Financial in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 111 reducing their positions, and 39 closing their positions.
New
Increased
Maintained
Reduced
Closed
less call options, than puts
Call options by funds: $ | Put options by funds: $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
10% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 39
36% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 111
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Holders
257
Holding in Top 10
2
Calls
$497K
Puts
$533K
Top Buyers
| 1 | +$16.7M | |
| 2 | +$9.93M | |
| 3 | +$9.45M | |
| 4 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$8.84M |
| 5 |
Cerity Partners
New York
|
+$8.57M |
Top Sellers
| 1 | -$140M | |
| 2 | -$25.6M | |
| 3 | -$24.4M | |
| 4 |
SWM
Shepherd Wealth Management
Cincinnati,
Ohio
|
-$10.1M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$9.91M |
