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Pathward Financial
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Overview Fund Activity

269 hedge funds and large institutions have $1.79B invested in Pathward Financial in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 85 increasing their positions, 99 reducing their positions, and 22 closing their positions.

Holders
269
Holders Change
+19
Holders Change %
+7.6%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
48
Increased
85
Reduced
99
Closed
22
Calls
$1.36M
Puts
$42.3M
Net Calls
-$41M
Net Calls Change
-$40.7M

Top Buyers

1
VIM
1
Vinva Investment Management
Australia
$112M
2
SWM
2
Shepherd Wealth Management
Ohio
$11.8M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$10M
4
CA
4
CSM Advisors
Pennsylvania
$8.46M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$146M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$92.9M
2
State Street
2
State Street
Massachusetts
$112M
3
Millennium Management
3
Millennium Management
New York
$2.12M
4
OCM
4
Orchard Capital Management
Illinois
$1.56M
5
BlackRock
5
BlackRock
New York
$267M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$267M 3,380,355 -77,110 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$172M 2,170,249 +33,591 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$146M 1,843,215 +89,086 +5%
State Street
4
State Street
Massachusetts
$112M 1,410,283 -117,254 -8%
VIM
5
Vinva Investment Management
Australia
$112M 152,023 +38,835 +34%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$92.9M 1,174,424 -118,572 -9%
American Century Companies
7
American Century Companies
Missouri
$57.4M 726,051 +39,628 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$55.4M 699,801 -16,546 -2%
Morgan Stanley
9
Morgan Stanley
New York
$38M 480,855 +59,150 +14%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$34.6M 437,902 -12,568 -3%
UBS AM
11
UBS AM
Illinois
$25.7M 325,178 +12,413 +4%
Charles Schwab
12
Charles Schwab
California
$23.3M 294,993 -20,810 -7%
NL
13
Nuveen LLC
North Carolina
$22.7M 287,114 -25,364 -8%
Invesco
14
Invesco
Georgia
$20.7M 261,551 -45,710 -15%
Northern Trust
15
Northern Trust
Illinois
$20.2M 255,825 -11,271 -4%
Mawer Investment Management
16
Mawer Investment Management
Alberta, Canada
$20.2M 254,995 -32,649 -11%
AAM
17
Austin Asset Management
Texas
– – – –
DCM
18
Driehaus Capital Management
Illinois
$19.4M 245,761 -1,538 -0.6%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$17.3M 209,369 -25,636 -11%
NPIC
20
Neumeier Poma Investment Counsel
California
$17M 215,135 +82,455 +62%
Two Sigma Investments
21
Two Sigma Investments
New York
$14.9M 187,763 -21,928 -10%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$14.7M 186,387 -4,285 -2%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$14.1M 178,198 +5 +0%
ECM
24
Elgethun Capital Management
South Dakota
$13.9M 175,215 +1,256 +0.7%
PAM
25
Panagora Asset Management
Massachusetts
$13.1M 166,137 +1,456 +0.9%
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