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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
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 Market Value Shares Shares
Change 		Shares
Change %
JAM
26
Jupiter Asset Management
United Kingdom
$13M 163,769 +8,500 +5%
PFC
27
Phocas Financial Corp
California
$12.9M 163,365 +24 +0%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$12.7M 160,369 +3,423 +2%
SWM
29
Shepherd Wealth Management
Ohio
$11.8M 15,485 +15,485 New
Goldman Sachs
30
Goldman Sachs
New York
$11.8M 148,959 -31,991 -18%
Principal Financial Group
31
Principal Financial Group
Iowa
$11.5M 145,162 +26,313 +22%
MAP
32
Moody Aldrich Partners
Massachusetts
$10.6M 134,307 -2,048 -2%
ClearBridge Investments
33
ClearBridge Investments
New York
$10M 126,987 +126,987 New
ACA
34
Aptus Capital Advisors
Alabama
$9.77M 123,495 +10,979 +10%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$9.57M 121,000 -20,200 -14%
AG
36
Algert Global
California
$9.03M 114,062 +11,415 +11%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$8.74M 107,216 +28,779 +37%
CA
38
CSM Advisors
Pennsylvania
$8.46M 106,955 +106,955 New
KCM
39
Kennedy Capital Management
Missouri
$7.73M 97,713 -2,704 -3%
First Trust Advisors
40
First Trust Advisors
Illinois
$7.52M 95,055 +44,413 +88%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.47M 94,370 -20,561 -18%
IIM
42
INTECH Investment Management
Florida
$7.43M 93,857 +39,577 +73%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$7.19M 90,920 -4,305 -5%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$6.52M 82,425 -40,075 -33%
PCMC
45
Paragon Capital Management (Colorado)
Colorado
– – – –
Bank of America
46
Bank of America
North Carolina
$5.62M 71,014 +17,817 +33%
Prudential Financial
47
Prudential Financial
New Jersey
$5.48M 69,290 -5,020 -7%
Legal & General Group
48
Legal & General Group
United Kingdom
$5.42M 68,549 +1,938 +3%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$5.23M 66,070 -1,337 -2%
BCM
50
Bridgeway Capital Management
Texas
$5.1M 64,401 -8,000 -11%
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