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Pathward Financial

229 hedge funds and large institutions have $1.31B invested in Pathward Financial in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
Holders Change %
0%
% of All Funds
3.33%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
33
Increased
77
Reduced
86
Closed
30
Calls
$1.32M
Puts
$300K
Net Calls
+$1.02M
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
176
Royal Bank of Canada
Ontario, Canada
$246K +$109K +1,918 +79%
CC
177
Centiva Capital
New York
$236K +$236K +4,165 New
MOACM
178
Mutual of America Capital Management
New York
$235K -$13.5K -238 -5%
ProShare Advisors
179
ProShare Advisors
Maryland
$226K -$70.5K -1,246 -24%
Amundi
180
Amundi
France
$212K -$33.6K -585 -14%
Walleye Capital
181
Walleye Capital
New York
$208K +$208K +3,685 New
CSB
182
City State Bank
Iowa
$155K -$8.49K -150 -5%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$143K -$170 -3 -0.1%
SDIC
184
South Dakota Investment Council
South Dakota
$142K
AIP
185
Ameritas Investment Partners
Nebraska
$142K -$12.8K -227 -8%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$124K -$1.08K -19 -0.9%
Osaic Holdings
187
Osaic Holdings
Arizona
$101K -$78K -1,379 -44%
CFGS
188
Concourse Financial Group Securities
Alabama
$81.5K
BBHC
189
Brown Brothers Harriman & Co
New York
$77.6K
ACM
190
Aquatic Capital Management
Illinois
$56.6K +$22.6K +400 +67%
KBC Group
191
KBC Group
Belgium
$55K
FCT
192
First Community Trust
Iowa
$50.9K
GC
193
Globeflex Capital
California
$48.9K
HFM
194
Harvest Fund Management
China
$41K
Federated Hermes
195
Federated Hermes
Pennsylvania
$37.8K -$1.64K -29 -4%
GCM
196
Gladius Capital Management
Illinois
$30.8K +$30.8K +545 New
QL
197
Quarry LP
New York
$29.4K +$23.7K +419 +419%
RWB
198
RMR Wealth Builders
New Jersey
$29.2K +$29.2K +13,400 New
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$28K +$4.39K +78 +19%
IFAM
200
Institutional & Family Asset Management
Colorado
$25.5K