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Pathward Financial
CASH

Overview Fund Activity

250 hedge funds and large institutions have $1.63B invested in Pathward Financial in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+6
Holders Change %
+2.46%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
35
Increased
68
Reduced
105
Closed
27
Calls
$321K
Puts
$620K
Net Calls
-$299K
Net Calls Change
-$954K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$13M
2
NPIC
Neumeier Poma Investment Counsel
California
$9.68M
3
Millennium Management
Millennium Management
New York
$9.38M
4
KCM
Kennedy Capital Management
Missouri
$7.33M
5
Invesco
Invesco
Georgia
$22.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$13.2M
2
AAM
Austin Asset Management
Texas
$23.6M
3
NCM
Nantahala Capital Management
Connecticut
$0
4
FI
Financial Insights
Washington
$0
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
226
UMB Bank
Missouri
$6.42K +$1.39K +19 +28%
LI
227
LRI Investments
Florida
$6.02K – – –
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$5.98K – – –
SW
229
SVB Wealth
Massachusetts
$5.11K +$5.11K +70 New
BIA
230
Bell Investment Advisors
California
$4.38K – – –
FFO
231
Fortitude Family Office
Arizona
$4.16K – – –
CFD
232
Creative Financial Designs
Indiana
$3.87K +$3.87K +53 New
TPCW
233
TD Private Client Wealth
New York
$3.5K +$3.5K +48 New
BTI
234
Blue Trust Inc
Georgia
$3.43K – – –
Jones Financial Companies
235
Jones Financial Companies
Missouri
$3.35K +$1.53K +21 +84%
AssetMark Inc
236
AssetMark Inc
California
$3.14K – – –
Bessemer Group
237
Bessemer Group
New Jersey
$3K -$3.65K -56 -55%
CT
238
Colonial Trust
South Carolina
$2.7K +$2.7K +37 New
RIL
239
Rothschild Investment LLC
Illinois
$2.55K +$1.09K +15 +75%
BIG
240
Brooklyn Investment Group
New York
$2.04K +$2.04K +28 New
BWL
241
Bogart Wealth LLC
Virginia
$1.97K -$2.12K -29 -52%
QCG
242
Quadrant Capital Group
Ohio
$1.68K – – –
PS
243
Principal Securities
Iowa
$1.55K – – –
CFB
244
Cullen/Frost Bankers
Texas
$1.31K +$1.31K +18 New
TWD
245
True Wealth Design
Ohio
$1.24K +$1.24K +17 New
CIAM
246
Caitong International Asset Management
Hong Kong
$875 -$8.68K -119 -91%
SS
247
SBI Securities
Japan
$292 +$292 +4 New
PFBT
248
Parkside Financial Bank & Trust
Missouri
$219 – – –
IA
249
IFP Advisors
Florida
$219 -$221 – –
LFG
250
Larson Financial Group
Missouri
$146 – – –
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