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Pathward Financial
CASH
CASH
274 hedge funds and large institutions have $1.93B invested in Pathward Financial in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 88 increasing their positions, 99 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
72% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 29
23% more capital invested
Capital invested by funds: $1.57B → $1.93B (+$355M)
5% more funds holding
Funds holding: 261 → 274 (+13)
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
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
50
Increased
88
Reduced
99
Closed
29
Calls
$428K
Puts
–
Net Calls
+$428K
Net Calls Change
+$464K
Top Buyers
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$49.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$22.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.8M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$20.3M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$10.8M |
Top Sellers
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$13.6M |
| 2 |
Millennium Management
New York
|
-$10.1M |
| 3 |
BlackRock
New York
|
-$9.92M |
| 4 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$9.34M |
| 5 |
Morgan Stanley
New York
|
-$7.16M |
