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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
VCM
126
Voleon Capital Management
California
$884K
State Board of Administration of Florida Retirement System
127
State Board of Administration of Florida Retirement System
Florida
$832K
Lazard Asset Management
128
Lazard Asset Management
New York
$829K
A
129
AlphaQuest
New York
$826K
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$823K
Mirae Asset Global ETFs Holdings
131
Mirae Asset Global ETFs Holdings
Hong Kong
$814K
UCFA
132
United Capital Financial Advisors
Texas
$800K
Marshall Wace
133
Marshall Wace
United Kingdom
$791K
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$785K
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$785K
AQR Capital Management
136
AQR Capital Management
Connecticut
$770K
UA
137
Unison Advisors
District of Columbia
$755K
SIM
138
SummerHaven Investment Management
Connecticut
$751K
SPC
139
Sigma Planning Corp
Michigan
$738K
Los Angeles Capital Management
140
Los Angeles Capital Management
California
$728K
DT
141
Diversified Trust
Tennessee
$725K
CG
142
Cynosure Group
Utah
$715K
HCA
143
Harbor Capital Advisors
Illinois
$706K
KK
144
KLP Kapitalforvaltning
Norway
$629K
GCM
145
Gator Capital Management
Florida
$619K
DB
146
Danske Bank
Denmark
$619K
NCM
147
Nantahala Capital Management
Connecticut
$617K
CIM
148
Cambria Investment Management
California
$594K
Raymond James Financial
149
Raymond James Financial
Florida
$531K
YCM
150
Yousif Capital Management
Michigan
$526K