CASH icon

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.

New
Increased
Maintained
Reduced
Closed
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
Vinva Investment Management
Australia
$112M
2
SWM
Shepherd Wealth Management
Ohio
$11.8M
3
ClearBridge Investments
ClearBridge Investments
New York
$10M
4
CA
CSM Advisors
Pennsylvania
$8.46M
5
Vanguard Group
Vanguard Group
Pennsylvania
$146M

Top Sellers

1
AAM
Austin Asset Management
Texas
$19.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$92.9M
3
State Street
State Street
Massachusetts
$112M
4
Millennium Management
Millennium Management
New York
$2.12M
5
OCM
Orchard Capital Management
Illinois
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
276
Assenagon Asset Management
Luxembourg
– -$1.48M -20,314 Closed
CF
277
Corebridge Financial
Texas
– -$920K -12,613 Closed
TI
278
Trexquant Investment
Connecticut
– -$740K -10,146 Closed
GC
279
Grizzlyrock Capital
Illinois
– -$627K -8,600 Closed
QC
280
Quadrature Capital
United Kingdom
– -$457K -6,256 Closed
JF
281
Jump Financial
Illinois
– -$442K -6,055 Closed
AI
282
AdvisorShares Investments
Maryland
– -$447K -6,040 Closed
IFU
283
iSAM Funds (UK)
United Kingdom
– -$361K -4,947 Closed
MFIM
284
Mesirow Financial Investment Management
Illinois
– -$299K -4,302 Closed
Marshall Wace
285
Marshall Wace
United Kingdom
– -$305K -4,185 Closed
X
286
Xponance
Pennsylvania
– -$285K -3,903 Closed
DTL
287
Dynamic Technology Lab
Singapore
– -$275K -3,772 Closed
TSS
288
Two Sigma Securities
New York
– -$222K -3,037 Closed
ACM
289
Aster Capital Management
United Arab Emirates
– -$32.7K -422 Closed
CCM
290
Coldstream Capital Management
Washington
– -$20.7K -284 Closed
PC
291
Promethos Capital
Massachusetts
– -$18.2K -250 Closed
SW
292
SVB Wealth
Massachusetts
– -$5.11K -70 Closed
TPCW
293
TD Private Client Wealth
New York
– -$3.5K -48 Closed
QCG
294
Quadrant Capital Group
Ohio
– -$1.68K -23 Closed
CIAM
295
Caitong International Asset Management
Hong Kong
– -$875 -12 Closed
8 9 10 11
12