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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
AQR Capital Management
151
AQR Capital Management
Connecticut
$528K -$213K -2,966 -29%
AB
152
Amalgamated Bank
New York
$472K +$3.01K +42 +0.6%
FCBT
153
First Citizens Bank & Trust
North Carolina
$464K +$358 +5 +0.1%
PFSRSONJ
154
Police & Firemen's Retirement System of New Jersey
New Jersey
$463K
Envestnet Portfolio Solutions
155
Envestnet Portfolio Solutions
Illinois
$463K +$5.3K +74 +1%
Raymond James Financial
156
Raymond James Financial
Florida
$459K -$51K -711 -10%
YCM
157
Yousif Capital Management
Michigan
$458K -$66.6K -929 -13%
ASRS
158
Arizona State Retirement System
Arizona
$447K -$53.4K -745 -11%
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$440K
XT
160
XTX Topco
Cayman Islands
$440K +$444K +6,194 New
Victory Capital Management
161
Victory Capital Management
Texas
$432K -$547K -7,631 -56%
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$424K -$66.2K -923 -13%
Canada Pension Plan Investment Board
163
Canada Pension Plan Investment Board
Ontario, Canada
$419K +$423K +5,900 New
COPPSERS
164
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$400K -$14.9K -208 -4%
FGP
165
Freestone Grove Partners
California
$388K +$82K +1,144 +26%
TI
166
Tidal Investments
Wisconsin
$374K +$27.5K +383 +8%
SSWM
167
Sheets Smith Wealth Management
North Carolina
$374K +$125K +1,747 +50%
UWM
168
USAdvisors Wealth Management
Minnesota
$369K -$7.1K -99 -15%
OPERF
169
Oregon Public Employees Retirement Fund
Oregon
$366K
VVP
170
Venture Visionary Partners
Ohio
$355K
BCI
171
Brinker Capital Investments
Pennsylvania
$343K -$28.3K -395 -8%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$342K +$8.1K +113 +2%
PCM
173
Polymer Capital Management
New York
$341K -$15.1K -211 -4%
Osaic Holdings
174
Osaic Holdings
Arizona
$340K -$61.4K -857 -15%
Royal Bank of Canada
175
Royal Bank of Canada
Ontario, Canada
$335K -$1.91M -26,600 -85%