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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
BlackRock
1
BlackRock
New York
$232M -$2.61M -36,392 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$122M -$25.6M -356,552 -17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$108M -$24.4M -340,235 -18%
PFA
4
Pure Financial Advisors
California
$100M
State Street
5
State Street
Massachusetts
$92M -$6.94M -96,820 -7%
American Century Companies
6
American Century Companies
Missouri
$84.4M +$9.93M +138,529 +13%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$78.4M -$2.4M -33,439 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$49.1M -$526K -7,336 -1%
JP Morgan Chase
9
JP Morgan Chase
New York
$24M -$3.93M -54,764 -14%
AAM
10
Austin Asset Management
Texas
$23.8M
Morgan Stanley
11
Morgan Stanley
New York
$22.7M -$8.87M -123,803 -28%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$22.1M -$2.54M -35,438 -10%
Comerica Bank
13
Comerica Bank
Texas
$21M +$16.7M +233,177 +371%
Charles Schwab
14
Charles Schwab
California
$19.5M -$757K -10,556 -4%
NPIC
15
Neumeier Poma Investment Counsel
California
$18.8M -$6.06M -84,490 -24%
Northern Trust
16
Northern Trust
Illinois
$17.7M -$1.59M -22,179 -8%
Goldman Sachs
17
Goldman Sachs
New York
$17.6M +$4.19M +58,510 +31%
N
18
Nuveen
North Carolina
$15.5M -$2.01M -27,992 -11%
Invesco
19
Invesco
Georgia
$15.3M +$442K +6,162 +3%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$15M +$1.62M +22,649 +12%
Millennium Management
21
Millennium Management
New York
$14.5M +$9.45M +131,847 +182%
ECM
22
Elgethun Capital Management
South Dakota
$14.4M +$398K +5,551 +3%
Two Sigma Investments
23
Two Sigma Investments
New York
$13.3M +$665K +9,278 +5%
PAM
24
Panagora Asset Management
Massachusetts
$12.4M +$528K +7,370 +4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$11.9M -$847K -11,817 -7%