CASH icon

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, 87 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 repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 103

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

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
AIM
176
AXA Investment Managers
France
$351K
HighTower Advisors
177
HighTower Advisors
Illinois
$350K
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$348K
RA
179
Royce & Associates
New York
$342K
US Bancorp
180
US Bancorp
Minnesota
$340K
ProShare Advisors
181
ProShare Advisors
Maryland
$331K
FGP
182
Freestone Grove Partners
California
$320K
Amundi
183
Amundi
France
$315K
Ensign Peak Advisors
184
Ensign Peak Advisors
Utah
$308K
WS
185
Wedbush Securities
California
$304K
MPM
186
Meritage Portfolio Management
Kansas
$291K
CIA
187
Concurrent Investment Advisors
Florida
$285K
JWCA
188
J.W. Cole Advisors
Florida
$276K
SSWM
189
Sheets Smith Wealth Management
North Carolina
$261K
DTL
190
Dynamic Technology Lab
Singapore
$254K
Pictet Asset Management
191
Pictet Asset Management
Switzerland
$251K
Bessemer Group
192
Bessemer Group
New Jersey
$248K
MSRPS
193
Maryland State Retirement & Pension System
Maryland
$244K
CHAM
194
Clear Harbor Asset Management
Connecticut
$243K
AAP
195
Arax Advisory Partners
Colorado
$242K
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$241K
IA
197
Inspire Advisors
Idaho
$233K
AI
198
Atria Investments
North Carolina
$232K
Neuberger Berman Group
199
Neuberger Berman Group
New York
$222K
BHCM
200
Brevan Howard Capital Management
Jersey
$220K