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Pathward Financial
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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
PCM
1
Philosophy Capital Management
California
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$2.11M
3
AFCM
3
Alta Fox Capital Management
Texas
$0
4
FMI
4
F/M Investments
District of Columbia
$4.62M
5
BlackRock
5
BlackRock
New York
$262M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$262M 3,565,529 -100,941 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$162M 2,203,603 +151,316 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$131M 1,778,947 -88,171 -5%
State Street
4
State Street
Massachusetts
$122M 1,652,736 +377,885 +30%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$104M 1,419,745 -47,290 -3%
VIM
6
Vinva Investment Management
Australia
$65.5M 110,809 +6,301 +6%
Goldman Sachs
7
Goldman Sachs
New York
$61.1M 830,726 +58,196 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$52.4M 711,538 +11,654 +2%
American Century Companies
9
American Century Companies
Missouri
$47.3M 643,150 +62,931 +11%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$41.9M 569,238 +195,331 +52%
Morgan Stanley
11
Morgan Stanley
New York
$34.2M 464,938 -83,826 -15%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$28.2M 383,036 +15,740 +4%
Charles Schwab
13
Charles Schwab
California
$24.4M 331,455 +3,042 +0.9%
UBS AM
14
UBS AM
Illinois
$23.5M 318,931 -5,918 -2%
AAM
15
Austin Asset Management
Texas
– – – –
Northern Trust
16
Northern Trust
Illinois
$19.7M 268,016 +2,854 +1%
Mawer Investment Management
17
Mawer Investment Management
Alberta, Canada
$19M 258,815 +33,000 +15%
DCM
18
Driehaus Capital Management
Illinois
$18.3M 248,219 +43,249 +21%
Public Sector Pension Investment Board (PSP Investments)
19
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.3M 234,937 +8,981 +4%
Invesco
20
Invesco
Georgia
$17.3M 234,719 -85,576 -27%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$16.8M 228,700 -61,309 -21%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$15M 203,556 -7,802 -4%
NCM
23
Nantahala Capital Management
Connecticut
$14.1M 191,343 -72,860 -28%
FP
24
Foundry Partners
Minnesota
$12.8M 174,213 +42,755 +33%
PFC
25
Phocas Financial Corp
California
$12.7M 172,777 -1,530 -0.9%
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