CASH icon

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 %
LFA
276
LGT Financial Advisors
Texas
– -$21.6K -293 Closed
PWPS
277
Pinnacle Wealth Planning Services
Ohio
– -$4.05K -55 Closed
PA
278
Parallel Advisors
California
– -$3.31K -45 Closed
CWP
279
Concord Wealth Partners
Virginia
– -$1.25K -17 Closed
FI
280
Financial Insights
Washington
– -$10.6M – –
8 9 10 11
12