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Pathward Financial
CASH

Overview Fund Activity

270 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, 86 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+20
Holders Change %
+8%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
48
Increased
86
Reduced
99
Closed
22
Calls
$2.01M
Puts
$42.3M
Net Calls
-$40.3M
Net Calls Change
-$40M

Top Buyers

1
VIM
Vinva Investment Management
Australia
$112M
2
SWM
Shepherd Wealth Management
Ohio
$11.8M
3
ClearBridge Investments
ClearBridge Investments
New York
$10M
4
CA
CSM Advisors
Pennsylvania
$8.46M
5
Vanguard Group
Vanguard Group
Pennsylvania
$146M

Top Sellers

1
AAM
Austin Asset Management
Texas
$19.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$92.9M
3
State Street
State Street
Massachusetts
$112M
4
Millennium Management
Millennium Management
New York
$2.12M
5
OCM
Orchard Capital Management
Illinois
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
51
Boothbay Fund Management
New York
$5.03M +$5.03M +63,530 New
FMI
52
F/M Investments
District of Columbia
$5.02M +$24.4K +309 +0.5%
Victory Capital Management
53
Victory Capital Management
Texas
$4.97M +$1.75M +22,090 +54%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$4.66M -$304K -3,838 -6%
Barclays
55
Barclays
United Kingdom
$4.63M +$1.25M +15,766 +37%
UBS Group
56
UBS Group
Switzerland
$4.62M -$674K -8,524 -13%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$4.47M -$174K -2,200 -4%
Ameriprise
58
Ameriprise
Minnesota
$4.38M -$84.8K -1,072 -2%
Comerica Bank
59
Comerica Bank
Texas
$4.25M +$2.14M +26,994 +101%
RHCA
60
Rosenthal Henry Capital Advisors
Indiana
$4.17M -$42.2K -533 -1%
MAM
61
Meeder Asset Management
Ohio
$4.16M +$2.78M +35,078 +200%
DA
62
Denali Advisors
California
$3.83M – – –
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$3.8M +$64.5K +815 +2%
Swiss National Bank
64
Swiss National Bank
Switzerland
$3.6M -$94.9K -1,200 -3%
Citigroup
65
Citigroup
New York
$3.59M -$487K -6,151 -12%
Franklin Resources
66
Franklin Resources
California
$3.58M -$141K -1,781 -4%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$3.49M +$818K +10,334 +31%
VA
68
Vident Advisory
Georgia
$3.45M +$95.7K +1,210 +3%
RCM
69
RMR Capital Management
California
$3.17M +$119K +1,503 +4%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$2.72M +$244K +3,078 +10%
EIP
71
Epoch Investment Partners
New York
$2.63M – – –
Canada Life
72
Canada Life
Manitoba, Canada
$2.6M -$113K -1,425 -4%
Rafferty Asset Management
73
Rafferty Asset Management
New York
$2.55M +$178K +2,250 +8%
Axa
74
Axa
France
$2.5M – – –
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$2.48M +$2.08M +26,290 +520%
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