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Pathward Financial

250 hedge funds and large institutions have $1.63B invested in Pathward Financial in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+6
Holders Change %
+2.46%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
35
Increased
68
Reduced
105
Closed
27
Calls
$321K
Puts
$620K
Net Calls
-$299K
Net Calls Change
-$954K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$154K +$584 +8 +0.4%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$148K
SAM
203
Shell Asset Management
Netherlands
$123K -$5.18K -71 -4%
VI
204
Vestcor Inc
New Brunswick, Canada
$123K +$123K +1,690 New
CSB
205
City State Bank
Iowa
$122K
KBC Group
206
KBC Group
Belgium
$103K
BBHC
207
Brown Brothers Harriman & Co
New York
$100K
FCT
208
First Community Trust
Iowa
$65.7K
TRCT
209
Tower Research Capital (TRC)
New York
$63.5K -$41.7K -572 -40%
GC
210
Globeflex Capital
California
$63K
Federated Hermes
211
Federated Hermes
Pennsylvania
$62.3K +$6.86K +94 +12%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$56K +$7.67K +105 +16%
GI
213
GAMMA Investing
California
$45.8K +$8.97K +123 +24%
SAM
214
Smartleaf Asset Management
Massachusetts
$37.8K -$2.25K -31 -6%
OWA
215
Opal Wealth Advisors
New York
$35.5K +$35.5K +486 New
ACM
216
Aster Capital Management
United Arab Emirates
$32.7K +$32.7K +422 New
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.5K
Ohio Public Employees Retirement System (OPERS)
218
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.4K -$1.97K -27 -8%
SCM
219
Sterling Capital Management
North Carolina
$22.4K -$20.4K -280 -48%
CCM
220
Coldstream Capital Management
Washington
$20.7K +$20.7K +284 New
PC
221
Promethos Capital
Massachusetts
$18.2K
FFA
222
Farther Finance Advisors
California
$14.5K +$14.5K +196 New
C
223
Covestor
United Kingdom
$13K -$1.06K -14 -8%
VCM
224
Versant Capital Management
Arizona
$10.9K
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$7.81K +$5.91K +81 +312%