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Pathward Financial
CASH

Overview Fund Activity

244 hedge funds and large institutions have $1.74B invested in Pathward Financial in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 93 reducing their positions, and 38 closing their positions.

Holders
244
Holders Change
-7
Holders Change %
-2.79%
% of All Funds
3.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
32
Increased
68
Reduced
93
Closed
38
Calls
$817K
Puts
$162K
Net Calls
+$655K
Net Calls Change
+$28K

Top Buyers

1
State Street
1
State Street
Massachusetts
$122M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$41.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$162M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$10.9M
5
ACA
5
Aptus Capital Advisors
Alabama
$7.34M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$22.8M
2
PCM
2
Philosophy Capital Management
California
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.11M
4
AFCM
4
Alta Fox Capital Management
Texas
$0
5
FI
5
Financial Insights
Washington
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
201
City State Bank
Iowa
$123K -$78.7K -1,070 -39%
Osaic Holdings
202
Osaic Holdings
Arizona
$119K -$363K -4,937 -75%
CFGS
203
Concourse Financial Group Securities
Alabama
$111K – – –
TRCT
204
Tower Research Capital (TRC)
New York
$106K -$290K -3,946 -73%
KBC Group
205
KBC Group
Belgium
$104K +$32.7K +445 +46%
BBHC
206
Brown Brothers Harriman & Co
New York
$101K – – –
DCM
207
Disciplina Capital Management
Tennessee
$69.8K – – –
FCT
208
First Community Trust
Iowa
$66.2K – – –
GC
209
Globeflex Capital
California
$63.6K – – –
RWB
210
RMR Wealth Builders
New Jersey
$61.1K +$28.6K +18,947 +88%
Federated Hermes
211
Federated Hermes
Pennsylvania
$55.9K -$10.7K -145 -16%
UFF
212
USA Financial Formulas
Michigan
$54.7K -$7.51K -102 -12%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$49K +$4.52K +61 +10%
SCM
214
Sterling Capital Management
North Carolina
$43.2K +$38K +516 +727%
SAM
215
Smartleaf Asset Management
Massachusetts
$40.9K +$30.7K +414 +302%
GI
216
GAMMA Investing
California
$37.2K +$6.77K +92 +22%
FMP
217
Financial Management Professionals
Texas
$32.2K – – –
PMAM
218
Picton Mahoney Asset Management
Ontario, Canada
$29K +$5.79K +79 +25%
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.8K – – –
Ohio Public Employees Retirement System (OPERS)
220
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.6K -$1.25K -17 -5%
LFA
221
LGT Financial Advisors
Texas
$21.6K – – –
PC
222
Promethos Capital
Massachusetts
$18.4K – – –
C
223
Covestor
United Kingdom
$14K +$978 +13 +8%
VCM
224
Versant Capital Management
Arizona
$11K +$11K +150 New
CIAM
225
Caitong International Asset Management
Hong Kong
$9.64K +$9.64K +131 New
7 8
9
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