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Pathward Financial

262 hedge funds and large institutions have $1.71B invested in Pathward Financial in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 104 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 funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 104

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

38% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $6.03M

Holders
262
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
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$832K
Lazard Asset Management
127
Lazard Asset Management
New York
$829K
A
128
AlphaQuest
New York
$826K
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$823K
Mirae Asset Global ETFs Holdings
130
Mirae Asset Global ETFs Holdings
Hong Kong
$814K
UCFA
131
United Capital Financial Advisors
Texas
$800K
Marshall Wace
132
Marshall Wace
United Kingdom
$791K
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$785K
LSERS
134
Louisiana State Employees Retirement System
Louisiana
$785K
AQR Capital Management
135
AQR Capital Management
Connecticut
$770K
UA
136
Unison Advisors
District of Columbia
$755K
SIM
137
SummerHaven Investment Management
Connecticut
$751K
SPC
138
Sigma Planning Corp
Michigan
$738K
Los Angeles Capital Management
139
Los Angeles Capital Management
California
$728K
DT
140
Diversified Trust
Tennessee
$725K
CG
141
Cynosure Group
Utah
$715K
HCA
142
Harbor Capital Advisors
Illinois
$706K
CIM
143
Cambria Investment Management
California
$671K
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
Raymond James Financial
148
Raymond James Financial
Florida
$531K
YCM
149
Yousif Capital Management
Michigan
$526K
ASRS
150
Arizona State Retirement System
Arizona
$521K