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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.

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 %
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$4.28M -$161K -2,210 -4%
Ameriprise
52
Ameriprise
Minnesota
$4.12M -$420K -5,758 -9%
IIM
53
INTECH Investment Management
Florida
$3.96M +$1.62M +22,182 +69%
RHCA
54
Rosenthal Henry Capital Advisors
Indiana
$3.88M -$119K -1,632 -3%
Bank of America
55
Bank of America
North Carolina
$3.88M +$200K +2,736 +5%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$3.76M +$2.81M +38,548 +296%
Citigroup
57
Citigroup
New York
$3.76M -$354K -4,856 -9%
AllianceBernstein
58
AllianceBernstein
Tennessee
$3.73M +$345K +4,735 +10%
First Trust Advisors
59
First Trust Advisors
Illinois
$3.69M -$558K -7,651 -13%
PCMC
60
Paragon Capital Management (Colorado)
Colorado
$3.66M -$3.63M – –
DA
61
Denali Advisors
California
$3.53M – – –
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$3.44M +$2.27M +31,107 +194%
Franklin Resources
63
Franklin Resources
California
$3.43M +$389K +5,328 +13%
Swiss National Bank
64
Swiss National Bank
Switzerland
$3.41M -$175K -2,400 -5%
Barclays
65
Barclays
United Kingdom
$3.12M -$1.1M -15,062 -26%
VA
66
Vident Advisory
Georgia
$3.09M +$464K +6,354 +18%
Jane Street
67
Jane Street
New York
$2.97M -$63.6K -872 -2%
Victory Capital Management
68
Victory Capital Management
Texas
$2.97M -$75.6K -1,037 -2%
RCM
69
RMR Capital Management
California
$2.81M -$2.12K -29 -0.1%
EI
70
EAM Investors
California
$2.69M -$744K -10,202 -22%
SEI Investments
71
SEI Investments
Pennsylvania
$2.6M -$103K -1,411 -4%
Canada Life
72
Canada Life
Manitoba, Canada
$2.5M -$213K -2,912 -8%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$2.46M +$368K +5,044 +18%
HF
74
HRT Financial
New York
$2.45M +$672K +9,217 +38%
EIP
75
Epoch Investment Partners
New York
$2.43M -$1.59M -21,741 -40%
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