CASH icon

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
Stifel Financial
151
Stifel Financial
Missouri
$521K
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$517K
CAG
153
Csenge Advisory Group
Florida
$515K
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$511K
AB
155
Amalgamated Bank
New York
$488K
FCBT
156
First Citizens Bank & Trust
North Carolina
$483K
UWM
157
USAdvisors Wealth Management
Minnesota
$483K
PFSRSONJ
158
Police & Firemen's Retirement System of New Jersey
New Jersey
$482K
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$477K
Balyasny Asset Management
160
Balyasny Asset Management
Illinois
$472K
Handelsbanken Fonder
161
Handelsbanken Fonder
Sweden
$459K
State of Tennessee, Department of Treasury
162
State of Tennessee, Department of Treasury
Tennessee
$442K
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$433K
Osaic Holdings
164
Osaic Holdings
Arizona
$426K
DekaBank Deutsche Girozentrale
165
DekaBank Deutsche Girozentrale
Germany
$421K
Kovitz Investment Group Partners
166
Kovitz Investment Group Partners
Illinois
$418K
BCI
167
Brinker Capital Investments
Pennsylvania
$386K
OPERF
168
Oregon Public Employees Retirement Fund
Oregon
$382K
PCM
169
Polymer Capital Management
New York
$371K
VVP
170
Venture Visionary Partners
Ohio
$370K
AC
171
AXQ Capital
New Jersey
$369K
CCIA
172
Campbell & Co Investment Adviser
Maryland
$363K
TI
173
Tidal Investments
Wisconsin
$362K
TC
174
TwinBeech Capital
New York
$354K
AIM
175
AXA Investment Managers
France
$351K