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Pathward Financial

262 hedge funds and large institutions have $1.71B invested in Pathward Financial in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 104

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

38% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $6.03M

Holders
262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.74M
Puts
$6.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
201
Quantinno Capital Management
New York
$216K
LPL Financial
202
LPL Financial
California
$209K
SPIA
203
Steward Partners Investment Advisory
New York
$206K
FDP
204
Financiere des Professionnels
Quebec, Canada
$189K
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$170K
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$169K
SDIC
207
South Dakota Investment Council
South Dakota
$156K
AIP
208
Ameritas Investment Partners
Nebraska
$147K
TRCT
209
Tower Research Capital (TRC)
New York
$140K
VI
210
Vestcor Inc
New Brunswick, Canada
$125K
CSB
211
City State Bank
Iowa
$124K
BBHC
212
Brown Brothers Harriman & Co
New York
$102K
SOW
213
State of Wyoming
Wyoming
$67.8K
FCT
214
First Community Trust
Iowa
$66.6K
GC
215
Globeflex Capital
California
$63.9K
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$51K
SAM
217
Shell Asset Management
Netherlands
$40K
SAM
218
Smartleaf Asset Management
Massachusetts
$38.3K
EWA
219
EverSource Wealth Advisors
Alabama
$36.3K
MPW
220
MASECO Private Wealth
$28.8K
HFS
221
Hughes Financial Services
Virginia
$27.7K
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.9K
BNP Paribas Asset Management
223
BNP Paribas Asset Management
France
$21K
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$19.4K
PS
225
Principal Securities
Iowa
$19.3K