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Pathward Financial

263 hedge funds and large institutions have $1.72B invested in Pathward Financial in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 103 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

17% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 103

38% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $6.03M

Holders
263
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
DO
201
denkapparat Operations
Germany
$219K
QCM
202
Quantinno Capital Management
New York
$216K
LPL Financial
203
LPL Financial
California
$209K
SPIA
204
Steward Partners Investment Advisory
New York
$206K
FDP
205
Financiere des Professionnels
Quebec, Canada
$189K
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$170K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$169K
SDIC
208
South Dakota Investment Council
South Dakota
$156K
AIP
209
Ameritas Investment Partners
Nebraska
$147K
TRCT
210
Tower Research Capital (TRC)
New York
$140K
VI
211
Vestcor Inc
New Brunswick, Canada
$125K
CSB
212
City State Bank
Iowa
$124K
BBHC
213
Brown Brothers Harriman & Co
New York
$102K
SOW
214
State of Wyoming
Wyoming
$67.8K
FCT
215
First Community Trust
Iowa
$66.6K
GC
216
Globeflex Capital
California
$63.9K
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$51K
SAM
218
Shell Asset Management
Netherlands
$40K
SAM
219
Smartleaf Asset Management
Massachusetts
$38.3K
EWA
220
EverSource Wealth Advisors
Alabama
$36.3K
MPW
221
MASECO Private Wealth
$28.8K
HFS
222
Hughes Financial Services
Virginia
$27.7K
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.9K
BNP Paribas Asset Management
224
BNP Paribas Asset Management
France
$21K
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$19.4K