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Pathward Financial
CASH

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 %
CF
276
Corebridge Financial
Texas
– – -12,613 Closed
TI
277
Trexquant Investment
Connecticut
– – -10,146 Closed
GC
278
Grizzlyrock Capital
Illinois
– – -8,600 Closed
QC
279
Quadrature Capital
United Kingdom
– – -6,256 Closed
JF
280
Jump Financial
Illinois
– – -6,055 Closed
AI
281
AdvisorShares Investments
Maryland
– – -6,040 Closed
IFU
282
iSAM Funds (UK)
United Kingdom
– – -4,947 Closed
MFIM
283
Mesirow Financial Investment Management
Illinois
– – -4,302 Closed
Marshall Wace
284
Marshall Wace
United Kingdom
– – -4,185 Closed
X
285
Xponance
Pennsylvania
– – -3,903 Closed
DTL
286
Dynamic Technology Lab
Singapore
– – -3,772 Closed
TSS
287
Two Sigma Securities
New York
– – -3,037 Closed
ACM
288
Aster Capital Management
United Arab Emirates
– – -422 Closed
CCM
289
Coldstream Capital Management
Washington
– – -284 Closed
PC
290
Promethos Capital
Massachusetts
– – -250 Closed
SW
291
SVB Wealth
Massachusetts
– – -70 Closed
TPCW
292
TD Private Client Wealth
New York
– – -48 Closed
QCG
293
Quadrant Capital Group
Ohio
– – -23 Closed
CIAM
294
Caitong International Asset Management
Hong Kong
– – -12 Closed
JC
295
JCSD Capital
California
– – – –
8 9 10 11
12