Pathward Financial
CASH
CASH
272 hedge funds and large institutions have $1.81B invested in Pathward Financial in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 99 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
2.14% less ownership
Funds ownership: 90.55% → 88.4% (-2.1%)
11% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 99
95% less call options, than puts
Call options by funds: $2.01M | Put options by funds: $42.3M
Holders
272
Holding in Top 10
6
Calls
$2.01M
Puts
$42.3M
Top Buyers
| 1 | +$28.5M | |
| 2 | +$11.8M | |
| 3 | +$10M | |
| 4 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$8.46M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.05M |
Top Sellers
| 1 | -$23.6M | |
| 2 | -$9.38M | |
| 3 | -$9.28M | |
| 4 |
Millennium Management
New York
|
-$8.06M |
| 5 |
OCM
Orchard Capital Management
Chicago,
Illinois
|
-$7.63M |
