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Pathward Financial
CASH

272 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, 87 increasing their positions, 100 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $1.63B → $1.8B (+$173M)

8% more funds holding

Funds holding: 251 → 272 (+21)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

2.27% less ownership

Funds ownership: 90.36% → 88.09% (-2.3%)

13% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 100

95% less call options, than puts

Call options by funds: $2.01M | Put options by funds: $42.3M

Holders
272
Holders Change
+21
Holders Change %
+8.37%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
48
Increased
87
Reduced
100
Closed
22
Calls
$2.01M
Puts
$42.3M
Net Calls
-$40.3M
Net Calls Change
-$40M

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$9.72M
2
CA
CSM Advisors
Pennsylvania
+$8.18M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$6.82M
4
NPIC
Neumeier Poma Investment Counsel
California
+$6.31M
5
BFM
Boothbay Fund Management
New York
+$4.86M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$9.07M
2
State Street
State Street
Massachusetts
-$8.97M
3
Millennium Management
Millennium Management
New York
-$7.79M
4
OCM
Orchard Capital Management
Illinois
-$7.38M
5
BlackRock
BlackRock
New York
-$5.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
51
Boothbay Fund Management
New York
$5.03M +$4.86M +63,530 New
FMI
52
F/M Investments
District of Columbia
$5.02M +$23.6K +309 +0.5%
Victory Capital Management
53
Victory Capital Management
Texas
$4.97M +$1.69M +22,090 +54%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$4.66M -$294K -3,838 -6%
Barclays
55
Barclays
United Kingdom
$4.63M +$1.21M +15,766 +37%
UBS Group
56
UBS Group
Switzerland
$4.62M -$652K -8,524 -13%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$4.47M -$168K -2,200 -4%
Ameriprise
58
Ameriprise
Minnesota
$4.38M -$82K -1,072 -2%
Comerica Bank
59
Comerica Bank
Texas
$4.25M +$2.07M +26,994 +101%
RHCA
60
Rosenthal Henry Capital Advisors
Indiana
$4.17M -$40.8K -533 -1%
MAM
61
Meeder Asset Management
Ohio
$4.16M +$2.68M +35,078 +200%
DA
62
Denali Advisors
California
$3.83M – – –
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$3.8M +$62.4K +815 +2%
Swiss National Bank
64
Swiss National Bank
Switzerland
$3.6M -$91.8K -1,200 -3%
Citigroup
65
Citigroup
New York
$3.59M -$471K -6,151 -12%
Franklin Resources
66
Franklin Resources
California
$3.58M -$136K -1,781 -4%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$3.49M +$791K +10,334 +31%
VA
68
Vident Advisory
Georgia
$3.45M +$92.6K +1,210 +3%
RCM
69
RMR Capital Management
California
$3.17M +$115K +1,503 +4%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$2.72M +$236K +3,078 +10%
EIP
71
Epoch Investment Partners
New York
$2.63M – – –
Canada Life
72
Canada Life
Manitoba, Canada
$2.6M -$109K -1,425 -4%
Rafferty Asset Management
73
Rafferty Asset Management
New York
$2.55M +$172K +2,250 +8%
Axa
74
Axa
France
$2.5M – – –
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$2.48M +$2.01M +26,290 +520%
1 2
3
4 5

CASH Hedge Fund Activity: Q2 2025 in Review

272 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q2 2025, worth a combined $1.8B — up 11% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CASH positions and 22 closed out — a net gain of 26 holders — while 87 added to existing stakes and 100 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $9.72M. The largest seller was Dimensional Fund Advisors, cutting an estimated $9.07M.

  • 272 institutional investors held Pathward Financial (CASH) as of Q2 2025, up from 251 in Q1 2025.
  • Funds reported $1.8B of Pathward Financial stock for Q2 2025, up 11% quarter-over-quarter.
  • 48 funds opened new Pathward Financial positions in Q2 2025 and 22 closed out, a net change of +26 holders.
  • The largest Pathward Financial buyer in Q2 2025 was ClearBridge Investments, an estimated $9.72M added.
  • The largest Pathward Financial seller in Q2 2025 was Dimensional Fund Advisors, an estimated $9.07M sold.

Based on aggregated 13F filings for Q2 2025.