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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
HighTower Advisors
176
HighTower Advisors
Illinois
$350K
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$348K
RA
178
Royce & Associates
New York
$342K
US Bancorp
179
US Bancorp
Minnesota
$340K
ProShare Advisors
180
ProShare Advisors
Maryland
$331K
FGP
181
Freestone Grove Partners
California
$320K
Amundi
182
Amundi
France
$315K
Ensign Peak Advisors
183
Ensign Peak Advisors
Utah
$308K
WS
184
Wedbush Securities
California
$304K
MPM
185
Meritage Portfolio Management
Kansas
$291K
CIA
186
Concurrent Investment Advisors
Florida
$285K
JWCA
187
J.W. Cole Advisors
Florida
$276K
SSWM
188
Sheets Smith Wealth Management
North Carolina
$261K
DTL
189
Dynamic Technology Lab
Singapore
$254K
Pictet Asset Management
190
Pictet Asset Management
Switzerland
$251K
Bessemer Group
191
Bessemer Group
New Jersey
$248K
MSRPS
192
Maryland State Retirement & Pension System
Maryland
$244K
CHAM
193
Clear Harbor Asset Management
Connecticut
$243K
AAP
194
Arax Advisory Partners
Colorado
$242K
Koshinski Asset Management
195
Koshinski Asset Management
Illinois
$241K
IA
196
Inspire Advisors
Idaho
$233K
AI
197
Atria Investments
North Carolina
$232K
Neuberger Berman Group
198
Neuberger Berman Group
New York
$222K
BHCM
199
Brevan Howard Capital Management
Jersey
$220K
DO
200
denkapparat Operations
Germany
$219K