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Pathward Financial
CASH

Overview Fund Activity

270 hedge funds and large institutions have $1.8B invested in Pathward Financial in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 99 reducing their positions, and 22 closing their positions.

Holders
270
Holders Change
+20
Holders Change %
+8%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
48
Increased
86
Reduced
99
Closed
22
Calls
$2.01M
Puts
$42.3M
Net Calls
-$40.3M
Net Calls Change
-$40M

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
AAM
1
Austin Asset Management
Texas
$19.5M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$92.9M
3
State Street
3
State Street
Massachusetts
$112M
4
Millennium Management
4
Millennium Management
New York
$2.12M
5
OCM
5
Orchard Capital Management
Illinois
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCT
226
First Community Trust
Iowa
$71.2K – – –
GC
227
Globeflex Capital
California
$68.4K – – –
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$61K +$707 +9 +1%
GI
229
GAMMA Investing
California
$52.4K +$2.69K +34 +5%
SOW
230
State of Wyoming
Wyoming
$46K +$46K +582 New
SAM
231
Smartleaf Asset Management
Massachusetts
$36.6K -$5.14K -64 -12%
OWA
232
Opal Wealth Advisors
New York
$36.4K -$2.06K -26 -5%
EWA
233
EverSource Wealth Advisors
Alabama
$34.3K +$34.2K +432 +43,200%
MPW
234
MASECO Private Wealth
$30.8K +$30.8K +389 New
HFS
235
Hughes Financial Services
Virginia
$29.5K +$29.5K +400 New
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.7K – – –
Bessemer Group
237
Bessemer Group
New Jersey
$27K +$23.4K +298 +648%
BNP Paribas Asset Management
238
BNP Paribas Asset Management
France
$22K +$22K +281 New
Ohio Public Employees Retirement System (OPERS)
239
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.4K -$3.96K -50 -16%
LFG
240
Larson Financial Group
Missouri
$14.4K +$14.2K +180 +9,000%
FFA
241
Farther Finance Advisors
California
$13.5K -$1.98K -25 -13%
Lido Advisors
242
Lido Advisors
California
$13.1K +$13.1K +165 New
C
243
Covestor
United Kingdom
$12K -$1.4K -18 -10%
VCM
244
Versant Capital Management
Arizona
$11.9K – – –
PS
245
Principal Securities
Iowa
$11.7K +$10K +127 +605%
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$10K +$3.56K +45 +55%
UB
247
UMB Bank
Missouri
$8.62K +$1.66K +21 +24%
LI
248
LRI Investments
Florida
$6.53K – – –
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$6.01K -$2.45K -31 -29%
QL
250
Quarry LP
New York
$5.06K +$5.06K +64 New
8 9
10
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