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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 %
BIA
251
Bell Investment Advisors
California
$4.75K – – –
BIG
252
Brooklyn Investment Group
New York
$4.75K +$2.53K +32 +114%
SCM
253
Sterling Capital Management
North Carolina
$4.51K -$19.8K -250 -81%
HFS
254
Hantz Financial Services
Michigan
$4K +$3.65K +42 +1,050%
FFO
255
Fortitude Family Office
Arizona
$3.88K -$633 -8 -14%
BTI
256
Blue Trust Inc
Georgia
$3.72K – – –
RIL
257
Rothschild Investment LLC
Illinois
$3.56K +$791 +10 +29%
AssetMark Inc
258
AssetMark Inc
California
$3.4K – – –
CT
259
Colonial Trust
South Carolina
$2.98K – – –
Jones Financial Companies
260
Jones Financial Companies
Missouri
$2.41K -$1.28K -16 -35%
TPWA
261
Twin Peaks Wealth Advisors
California
$2.34K +$2.34K +31 New
CFD
262
Creative Financial Designs
Indiana
$2.14K -$2.06K -26 -49%
BWL
263
Bogart Wealth LLC
Virginia
$2.14K – – –
CFB
264
Cullen/Frost Bankers
Texas
$1.42K – – –
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$1.42K +$1.42K +18 New
IA
266
IFP Advisors
Florida
$1.42K -$219 – –
TWD
267
True Wealth Design
Ohio
$1.35K – – –
SS
268
SBI Securities
Japan
$1.19K +$870 +11 +275%
AAM
269
Advisors Asset Management
Colorado
$870 +$870 +11 New
MCM
270
MAI Capital Management
Ohio
$713 +$713 +9 New
GRP
271
Global Retirement Partners
California
$316 +$316 +4 New
PFBT
272
Parkside Financial Bank & Trust
Missouri
$238 – – –
HNB
273
Huntington National Bank
Ohio
$79 – – –
PFG
274
Putney Financial Group
California
– -$411K -411,470 Closed
EI
275
EAM Investors
California
– -$2.69M -36,919 Closed
8 9 10
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