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Pathward Financial
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Overview Fund Activity

244 hedge funds and large institutions have $1.74B invested in Pathward Financial in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 93 reducing their positions, and 38 closing their positions.

Holders
244
Holders Change
-7
Holders Change %
-2.79%
% of All Funds
3.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
32
Increased
68
Reduced
93
Closed
38
Calls
$817K
Puts
$162K
Net Calls
+$655K
Net Calls Change
+$28K

Top Buyers

1
State Street
1
State Street
Massachusetts
$122M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$41.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$162M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$10.9M
5
ACA
5
Aptus Capital Advisors
Alabama
$7.34M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$22.8M
2
PCM
2
Philosophy Capital Management
California
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.11M
4
AFCM
4
Alta Fox Capital Management
Texas
$0
5
FI
5
Financial Insights
Washington
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFIM
176
Mesirow Financial Investment Management
Illinois
$317K +$3.9K +53 +1%
US Bancorp
177
US Bancorp
Minnesota
$314K -$341K -4,633 -52%
Royal Bank of Canada
178
Royal Bank of Canada
Ontario, Canada
$307K -$61.4K -834 -17%
X
179
Xponance
Pennsylvania
$307K +$307K +4,167 New
Allianz Asset Management
180
Allianz Asset Management
Germany
$302K -$235K -3,200 -44%
WSFS
181
Wilmington Savings Fund Society
Delaware
$294K – – –
Raymond James Financial
182
Raymond James Financial
Florida
$279K +$279K +3,789 New
VF
183
Virtu Financial
New York
$277K +$277K +3,760 New
MOACM
184
Mutual of America Capital Management
New York
$277K +$515 +7 +0.2%
SPIA
185
Steward Partners Investment Advisory
New York
$268K -$105K -1,421 -28%
UWM
186
USAdvisors Wealth Management
Minnesota
$259K -$24.6K -42 -9%
AI
187
Atria Investments
North Carolina
$247K -$101K -1,368 -29%
QC
188
Quadrature Capital
United Kingdom
$245K -$356K -4,836 -59%
SIA
189
Schechter Investment Advisors
Michigan
$234K – – –
A
190
AlphaQuest
New York
$234K -$619K -8,419 -73%
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$233K +$8.61K +117 +4%
LJAC
192
L.J. Altfest & Co
New York
$222K +$222K +3,014 New
Pictet Asset Management
193
Pictet Asset Management
Switzerland
$210K +$210K +2,858 New
Axa
194
Axa
France
$203K +$203K +2,760 New
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$201K +$201K +2,738 New
AIP
196
Ameritas Investment Partners
Nebraska
$184K – – –
SDIC
197
South Dakota Investment Council
South Dakota
$184K – – –
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$155K -$1.25K -17 -0.8%
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$150K – – –
SAM
200
Shell Asset Management
Netherlands
$129K – – –
6 7
8
9 10