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Pathward Financial

261 hedge funds and large institutions have $1.57B invested in Pathward Financial in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 112 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

7% less call options, than puts

Call options by funds: $497K | Put options by funds: $533K

1% less funds holding

Funds holding: 264261 (-3)

1.65% less ownership

Funds ownership: 91.75%90.1% (-1.7%)

8% less capital invested

Capital invested by funds: $1.71B → $1.57B (-$140M)

37% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 112

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
261
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
71
Reduced
112
Closed
38
Calls
$497K
Puts
$533K
Net Calls
-$36K
Net Calls Change
+$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$131K -$10.3K -143 -7%
SDIC
202
South Dakota Investment Council
South Dakota
$128K -$21.5K -300 -14%
SOW
203
State of Wyoming
Wyoming
$122K +$57.5K +802 +88%
CSB
204
City State Bank
Iowa
$119K
TRCT
205
Tower Research Capital (TRC)
New York
$113K -$21.6K -301 -16%
BBHC
206
Brown Brothers Harriman & Co
New York
$97.4K
KAS
207
Kestra Advisory Services
Texas
$87.7K +$88.6K +1,236 New
NAAA
208
New Age Alpha Advisors
New York
$76.8K +$77.5K +1,081 New
Ensign Peak Advisors
209
Ensign Peak Advisors
Utah
$72.3K -$226K -3,150 -76%
KBC Group
210
KBC Group
Belgium
$70K
FCT
211
First Community Trust
Iowa
$63.9K
GC
212
Globeflex Capital
California
$61.3K
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$60.6K +$42.4K +591 +226%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$50K +$215 +3 +0.4%
SAM
215
Smartleaf Asset Management
Massachusetts
$45.4K +$8.46K +118 +23%
SEP
216
Signature Equity Partners
Ohio
$34.5K +$34.8K +485 New
MPW
217
MASECO Private Wealth
$27.6K
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.9K
EWA
219
EverSource Wealth Advisors
Alabama
$24.6K -$10.3K -143 -29%
TFA
220
Transamerica Financial Advisors
Florida
$22.9K +$19.4K +270 +519%
HFS
221
Hantz Financial Services
Michigan
$21K +$6.45K +90 +44%
Ohio Public Employees Retirement System (OPERS)
222
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.1K -$573 -8 -3%
Los Angeles Capital Management
223
Los Angeles Capital Management
California
$16.7K -$687K -9,588 -98%
SL
224
Salomon & Ludwin
Virginia
$15.4K +$12.3K +172 +465%
LFG
225
Larson Financial Group
Missouri
$12.7K