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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
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$2.47M -$16K -209 -0.7%
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$2.43M -$149K -1,942 -6%
DFCM
78
Dark Forest Capital Management
Puerto Rico
$2.43M +$721K +9,421 +44%
Deutsche Bank
79
Deutsche Bank
Germany
$2.34M +$723K +9,453 +47%
Natixis Advisors
80
Natixis Advisors
Massachusetts
$2.25M +$104K +1,354 +5%
HF
81
HRT Financial
New York
$2.21M -$431K -5,631 -17%
AllianceBernstein
82
AllianceBernstein
Tennessee
$2.2M -$1.79M -23,340 -46%
CAM
83
Chou Associates Management
Ontario, Canada
$2.17M – – –
PFO
84
PMC FIG Opportunities
Israel
$2.15M +$2.08M +27,231 New
Millennium Management
85
Millennium Management
New York
$2.12M -$7.79M -101,813 -79%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$2.08M -$12.3K -161 -0.6%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$1.98M +$53K +692 +3%
Jane Street
88
Jane Street
New York
$1.94M -$1.24M -16,221 -40%
TAM
89
Tealwood Asset Management
Minnesota
$1.82M -$13.2K -172 -0.7%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$1.82M +$16.9K +221 +1%
SCA
91
Sippican Capital Advisors
Massachusetts
$1.74M +$1.91K +25 +0.1%
VHAM
92
Van Hulzen Asset Management
California
$1.71M -$220K -2,871 -12%
A
93
AlphaQuest
New York
$1.59M +$1.54M +20,119 New
Mackenzie Financial
94
Mackenzie Financial
Ontario, Canada
$1.58M +$1.53M +19,986 New
NIG
95
NFJ Investment Group
Texas
$1.57M -$9.49K -124 -0.6%
OCM
96
Orchard Capital Management
Illinois
$1.56M -$7.38M -96,429 -83%
SEI Investments
97
SEI Investments
Pennsylvania
$1.53M -$1.26M -16,404 -46%
Janus Henderson Group
98
Janus Henderson Group
United Kingdom
$1.52M -$941K -12,303 -39%
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$1.49M +$163K +2,126 +13%
SFI
100
Susquehanna Fundamental Investments
Pennsylvania
$1.46M -$266K -3,481 -16%
2 3
4
5 6

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.