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Pathward Financial

229 hedge funds and large institutions have $1.31B invested in Pathward Financial in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
Holders Change %
0%
% of All Funds
3.33%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
33
Increased
77
Reduced
86
Closed
30
Calls
$1.32M
Puts
$300K
Net Calls
+$1.02M
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
201
Opal Wealth Advisors
New York
$25.5K +$25.5K +450 New
GI
202
GAMMA Investing
California
$23.9K +$170 +3 +0.7%
Ohio Public Employees Retirement System (OPERS)
203
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.2K +$453 +8 +2%
LFA
204
LGT Financial Advisors
Texas
$16.6K
PC
205
Promethos Capital
Massachusetts
$14.1K
C
206
Covestor
United Kingdom
$13K -$978 -17 -7%
PS
207
Principal Securities
Iowa
$12.2K +$11K +195 +929%
CFM
208
Catalyst Funds Management
Australia
$11.3K -$45.3K -800 -80%
PFC
209
Phocas Financial Corp
California
$10.5K -$198 -3,502 -2%
DF
210
Dunhill Financial
United Kingdom
$10.4K +$10.4K +184 New
PMAM
211
Picton Mahoney Asset Management
Ontario, Canada
$10K +$10K +175 New
GRP
212
Global Retirement Partners
California
$8.49K +$8.49K +150 New
CAS
213
Coppell Advisory Solutions
Texas
$7.52K +$7.52K +133 New
SAM
214
Smartleaf Asset Management
Massachusetts
$6.06K +$6.06K +108 New
LI
215
LRI Investments
Florida
$4.67K +$4.67K +83 New
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$4.64K
JFA
217
JNBA Financial Advisors
Minnesota
$4.24K +$4.24K +75 New
BIA
218
Bell Investment Advisors
California
$3.4K
FFO
219
Fortitude Family Office
Arizona
$3.22K
BTI
220
Blue Trust Inc
Georgia
$2.37K
UB
221
UMB Bank
Missouri
$1.92K +$1.19K +21 +162%
QCG
222
Quadrant Capital Group
Ohio
$1.3K
FFA
223
Farther Finance Advisors
California
$458
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$396 +$396 +7 New
ECM
225
Everence Capital Management
Indiana
$340