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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
1
Wellington Management Group
Massachusetts
$13M
2
NPIC
2
Neumeier Poma Investment Counsel
California
$9.68M
3
Millennium Management
3
Millennium Management
New York
$9.38M
4
KCM
4
Kennedy Capital Management
Missouri
$7.33M
5
Invesco
5
Invesco
Georgia
$22.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.2M
2
AAM
2
Austin Asset Management
Texas
$23.6M
3
NCM
3
Nantahala Capital Management
Connecticut
$0
4
FI
4
Financial Insights
Washington
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
26
Panagora Asset Management
Massachusetts
$12M +$20.1K +275 +0.2%
PFC
27
Phocas Financial Corp
California
$11.9M -$688K -9,436 -5%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$11.4M -$864K -11,839 -7%
JAM
29
Jupiter Asset Management
United Kingdom
$11.3M +$4.01M +54,924 +55%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$10.3M +$788K +10,800 +8%
MAP
31
Moody Aldrich Partners
Massachusetts
$9.95M -$150K -2,054 -1%
NPIC
32
Neumeier Poma Investment Counsel
California
$9.68M +$9.68M +132,680 New
Millennium Management
33
Millennium Management
New York
$9.38M +$6.81M +93,308 +264%
Voloridge Investment Management
34
Voloridge Investment Management
Florida
$8.94M -$1.14M -15,584 -11%
Principal Financial Group
35
Principal Financial Group
Iowa
$8.67M -$137K -1,882 -2%
OCM
36
Orchard Capital Management
Illinois
$8.48M -$2.89M -39,636 -25%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.38M -$8.75M -120,006 -51%
ACA
38
Aptus Capital Advisors
Alabama
$8.21M +$928K +12,722 +13%
AG
39
Algert Global
California
$7.49M -$899K -12,330 -11%
KCM
40
Kennedy Capital Management
Missouri
$7.33M +$5.45M +74,710 +291%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$6.95M -$158K -2,166 -2%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$5.8M +$5.28M +71,458 +1,024%
Prudential Financial
43
Prudential Financial
New Jersey
$5.42M +$1.03M +14,060 +23%
BCM
44
Bridgeway Capital Management
Texas
$5.28M -$1.07M -14,730 -17%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$4.92M -$312K -4,277 -6%
UBS Group
46
UBS Group
Switzerland
$4.88M +$1.24M +16,981 +34%
Legal & General Group
47
Legal & General Group
United Kingdom
$4.86M -$213K -2,914 -4%
FMI
48
F/M Investments
District of Columbia
$4.6M +$18.5K +253 +0.4%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$4.58M -$1.43M -19,609 -24%
TPSF
50
Texas Permanent School Fund
Texas
$4.48M +$4.48M +56,415 New
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