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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
Arrowstreet Capital
126
Arrowstreet Capital
Massachusetts
$817K -$195K -2,718 -19%
MML Investors Services
127
MML Investors Services
Massachusetts
$802K -$72.3K -1,008 -8%
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$798K
CIM
129
Cambria Investment Management
California
$793K +$151K +2,105 +23%
SPS
130
Susquehanna Portfolio Strategies
Pennsylvania
$785K -$90.7K -1,266 -10%
UCFA
131
United Capital Financial Advisors
Texas
$767K -$143 -2 -0%
Mirae Asset Global ETFs Holdings
132
Mirae Asset Global ETFs Holdings
Hong Kong
$747K -$34.3K -479 -4%
LSERS
133
Louisiana State Employees Retirement System
Louisiana
$738K -$14.3K -200 -2%
VCM
134
Voleon Capital Management
California
$736K -$113K -1,576 -13%
PAP
135
Persistent Asset Partners
Hong Kong
$730K +$737K +10,287 New
DT
136
Diversified Trust
Tennessee
$727K +$31.6K +441 +5%
Manulife (Manufacturers Life Insurance)
137
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$722K -$68.1K -950 -9%
SIM
138
SummerHaven Investment Management
Connecticut
$721K
HCA
139
Harbor Capital Advisors
Illinois
$706K +$28.3K +395 +4%
GC
140
Guggenheim Capital
Illinois
$656K +$662K +9,238 New
RA
141
Royce & Associates
New York
$649K +$324K +4,525 +98%
CIA
142
Concurrent Investment Advisors
Florida
$648K +$379K +5,284 +137%
SSA
143
Schonfeld Strategic Advisors
New York
$639K -$1.06M -14,762 -62%
HI
144
Horizon Investments
North Carolina
$603K +$609K +8,493 New
GCM
145
Gator Capital Management
Florida
$594K
Squarepoint
146
Squarepoint
New York
$584K -$740K -10,325 -56%
KK
147
KLP Kapitalforvaltning
Norway
$568K -$35.8K -500 -6%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$568K +$572K +7,985 New
ET
149
Entropy Technologies
New York
$555K +$560K +7,818 New
SEI Investments
150
SEI Investments
Pennsylvania
$537K -$595K -8,294 -52%