CASH icon

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 %
BFM
51
Boothbay Fund Management
New York
$5.03M 63,530 +63,530 New
FMI
52
F/M Investments
District of Columbia
$5.02M 63,408 +309 +0.5%
Victory Capital Management
53
Victory Capital Management
Texas
$4.97M 62,781 +22,090 +54%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$4.66M 58,953 -3,838 -6%
Barclays
55
Barclays
United Kingdom
$4.63M 58,479 +15,766 +37%
UBS Group
56
UBS Group
Switzerland
$4.62M 58,399 -8,524 -13%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$4.47M 56,448 -2,200 -4%
Ameriprise
58
Ameriprise
Minnesota
$4.38M 55,346 -1,072 -2%
Comerica Bank
59
Comerica Bank
Texas
$4.25M 53,690 +26,994 +101%
RHCA
60
Rosenthal Henry Capital Advisors
Indiana
$4.17M 52,684 -533 -1%
MAM
61
Meeder Asset Management
Ohio
$4.16M 52,626 +35,078 +200%
DA
62
Denali Advisors
California
$3.83M 48,370 – –
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$3.8M 47,987 +815 +2%
Swiss National Bank
64
Swiss National Bank
Switzerland
$3.6M 45,500 -1,200 -3%
Citigroup
65
Citigroup
New York
$3.59M 45,366 -6,151 -12%
Franklin Resources
66
Franklin Resources
California
$3.58M 45,250 -1,781 -4%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$3.49M 44,103 +10,334 +31%
VA
68
Vident Advisory
Georgia
$3.45M 43,567 +1,210 +3%
RCM
69
RMR Capital Management
California
$3.17M 40,091 +1,503 +4%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$2.72M 34,392 +3,078 +10%
EIP
71
Epoch Investment Partners
New York
$2.63M 33,272 – –
Canada Life
72
Canada Life
Manitoba, Canada
$2.6M 32,809 -1,425 -4%
Rafferty Asset Management
73
Rafferty Asset Management
New York
$2.55M 32,205 +2,250 +8%
Axa
74
Axa
France
$2.5M 31,583 – –
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$2.48M 31,347 +26,290 +520%
1 2
3
4 5