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Pathward Financial

261 hedge funds and large institutions have $1.57B invested in Pathward Financial in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 112 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

7% less call options, than puts

Call options by funds: $497K | Put options by funds: $533K

1% less funds holding

Funds holding: 264261 (-3)

1.65% less ownership

Funds ownership: 91.75%90.1% (-1.7%)

8% less capital invested

Capital invested by funds: $1.71B → $1.57B (-$140M)

37% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 112

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
261
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
71
Reduced
112
Closed
38
Calls
$497K
Puts
$533K
Net Calls
-$36K
Net Calls Change
+$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
176
HighTower Advisors
Illinois
$332K -$3.58K -50 -1%
DekaBank Deutsche Girozentrale
177
DekaBank Deutsche Girozentrale
Germany
$318K
Stifel Financial
178
Stifel Financial
Missouri
$318K -$184K -2,564 -36%
ProShare Advisors
179
ProShare Advisors
Maryland
$314K -$3.66K -51 -1%
CAU
180
Caxton Associates (UK)
$308K +$311K +4,343 New
US Bancorp
181
US Bancorp
Minnesota
$302K -$23.7K -331 -7%
ACM
182
Aquatic Capital Management
Illinois
$287K +$290K +4,045 New
ACP
183
Arcus Capital Partners
Georgia
$270K +$273K +3,803 New
SPC
184
Sigma Planning Corp
Michigan
$251K -$462K -6,440 -65%
GCP
185
GSA Capital Partners
United Kingdom
$249K +$251K +3,501 New
Pictet Asset Management
186
Pictet Asset Management
Switzerland
$241K
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$236K -$522K -7,281 -69%
DS
188
DRW Securities
Illinois
$236K +$238K +3,319 New
MSRPS
189
Maryland State Retirement & Pension System
Maryland
$234K
Bessemer Group
190
Bessemer Group
New Jersey
$234K -$3.73K -52 -2%
CHAM
191
Clear Harbor Asset Management
Connecticut
$234K
SLAM
192
Swiss Life Asset Management
$219K +$222K +3,091 New
SPIA
193
Steward Partners Investment Advisory
New York
$215K +$17.9K +250 +9%
DO
194
denkapparat Operations
Germany
$210K
MPM
195
Meritage Portfolio Management
Kansas
$208K -$71.8K -1,002 -25%
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$203K -$28.8K -402 -12%
BNP Paribas Asset Management
197
BNP Paribas Asset Management
France
$174K +$155K +2,161 +748%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$162K -$1.29K -18 -0.8%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$150K -$12.3K -171 -7%
SAG
200
SageView Advisory Group
California
$142K +$144K +2,005 New