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Pathward Financial

192 hedge funds and large institutions have $1.09B invested in Pathward Financial in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
20
Increased
45
Reduced
96
Closed
20
Calls
$1.69M
Puts
$1.22M
Net Calls
+$468K
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
VF
201
Virtu Financial
New York
-$263K -6,343 Closed
AWM
202
AE Wealth Management
Kansas
-$236K -5,684 Closed
Squarepoint
203
Squarepoint
New York
-$222K -5,361 Closed
MAM
204
Meeder Asset Management
Ohio
-$184K -4,436 Closed
Walleye Capital
205
Walleye Capital
New York
-$103K -2,491 Closed
Simplex Trading
206
Simplex Trading
Illinois
-$58K -1,409 Closed
CAL
207
Capital Analysts LLC
Pennsylvania
-$47K -1,125 Closed
Cerity Partners
208
Cerity Partners
New York
-$489K -372 Closed
WP
209
WealthPLAN Partners
Nebraska
-$8.92K -215 Closed
US Bancorp
210
US Bancorp
Minnesota
-$4.03K -97 Closed
ZIM
211
Zacks Investment Management
Illinois
-$311K -26 Closed
ASN
212
Advisory Services Network
Georgia
-$871 -21 Closed
Toronto Dominion Bank
213
Toronto Dominion Bank
Ontario, Canada
-$1K -13 Closed
PTC
214
Private Trust Company
Ohio
-$249 -6 Closed