Pathward Financial
CASH
245 hedge funds and large institutions have $1.74B invested in Pathward Financial in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 92 reducing their positions, and 38 closing their positions.
404% more call options, than puts
Call options by funds: $817K | Put options by funds: $162K
11% more capital invested
Capital invested by funds: $1.56B → $1.74B (+$177M)
7.6% more ownership
Funds ownership: 89.31% → 96.91% (+7.6%)
2% less funds holding
Funds holding: 251 → 245 (-6)
13% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 38
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
25% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 92
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$43.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$28.8M |
| 3 |
JP Morgan Chase
New York
|
+$14.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.5M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Philosophy Capital Management
Alamo,
California
|
-$15.5M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$14.4M |
| 3 |
AFCM
Alta Fox Capital Management
Fort Worth,
Texas
|
-$10.4M |
| 4 |
FMI
F/M Investments
Washington,
District of Columbia
|
-$9.68M |
| 5 |
BlackRock
New York
|
-$7.69M |
CASH Hedge Fund Activity: Q4 2024 in Review
245 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q4 2024, worth a combined $1.74B — up 11% from $1.56B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of CASH and 33 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 69 added.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $43.3M. The largest seller was Philosophy Capital Management, exiting entirely with an estimated $15.5M sold.
- 245 institutional investors held Pathward Financial (CASH) as of Q4 2024, down from 251 in Q3 2024.
- Funds reported $1.74B of Pathward Financial stock for Q4 2024, up 11% quarter-over-quarter.
- 33 funds opened new Pathward Financial positions in Q4 2024 and 38 closed out, a net change of -5 holders.
- The largest Pathward Financial buyer in Q4 2024 was Kovitz Investment Group Partners, an estimated $43.3M added.
- The largest Pathward Financial seller in Q4 2024 was Philosophy Capital Management, an estimated $15.5M sold.
Based on aggregated 13F filings for Q4 2024.