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Pathward Financial
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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 %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$2.47M 31,216 -209 -0.7%
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$2.43M 30,737 -1,942 -6%
DFCM
78
Dark Forest Capital Management
Puerto Rico
$2.43M 30,692 +9,421 +44%
Deutsche Bank
79
Deutsche Bank
Germany
$2.34M 29,617 +9,453 +47%
Natixis Advisors
80
Natixis Advisors
Massachusetts
$2.25M 28,475 +1,354 +5%
HF
81
HRT Financial
New York
$2.21M 27,928 -5,631 -17%
AllianceBernstein
82
AllianceBernstein
Tennessee
$2.2M 27,807 -23,340 -46%
CAM
83
Chou Associates Management
Ontario, Canada
$2.17M 27,389 – –
PFO
84
PMC FIG Opportunities
Israel
$2.15M 27,231 +27,231 New
Millennium Management
85
Millennium Management
New York
$2.12M 26,832 -101,813 -79%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$2.08M 26,229 -161 -0.6%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$1.98M 25,084 +692 +3%
Jane Street
88
Jane Street
New York
$1.94M 24,485 -16,221 -40%
TAM
89
Tealwood Asset Management
Minnesota
$1.82M 23,042 -172 -0.7%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$1.82M 22,993 +221 +1%
SCA
91
Sippican Capital Advisors
Massachusetts
$1.74M 21,995 +25 +0.1%
VHAM
92
Van Hulzen Asset Management
California
$1.71M 21,629 -2,871 -12%
A
93
AlphaQuest
New York
$1.59M 20,119 +20,119 New
Mackenzie Financial
94
Mackenzie Financial
Ontario, Canada
$1.58M 19,986 +19,986 New
NIG
95
NFJ Investment Group
Texas
$1.57M 19,886 -124 -0.6%
OCM
96
Orchard Capital Management
Illinois
$1.56M 19,766 -96,429 -83%
SEI Investments
97
SEI Investments
Pennsylvania
$1.53M 19,290 -16,404 -46%
Janus Henderson Group
98
Janus Henderson Group
United Kingdom
$1.52M 19,218 -12,303 -39%
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$1.49M 18,789 +2,126 +13%
SFI
100
Susquehanna Fundamental Investments
Pennsylvania
$1.46M 18,493 -3,481 -16%
2 3
4
5 6