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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 %
GT
101
Glenmede Trust
Pennsylvania
$1.29M -$18.7K -257 -1%
MAM
102
Meeder Asset Management
Ohio
$1.28M +$1.28M +17,548 New
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$1.28M -$123K -1,690 -9%
VRS
104
Virginia Retirement Systems
Virginia
$1.25M +$1.25M +17,149 New
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$1.22M +$70.7K +969 +6%
EMFAT
106
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.21M – – –
LOAME
107
Lombard Odier Asset Management (Europe)
United Kingdom
$1.2M – – –
PRCP
108
Pacific Ridge Capital Partners
Oregon
$1.18M -$9.27K -127 -0.8%
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$1.07M – – –
WCM
110
Wedge Capital Management
North Carolina
$1.06M +$148K +2,035 +16%
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$1.06M -$2.26M -30,949 -68%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$1.06M -$457K -6,262 -30%
Mirae Asset Global ETFs Holdings
113
Mirae Asset Global ETFs Holdings
Hong Kong
$1.05M +$8.1K +111 +0.8%
MIM
114
MetLife Investment Management
New Jersey
$1.02M -$88.1K -1,207 -8%
Wells Fargo
115
Wells Fargo
California
$1.02M -$10.5K -144 -1%
IMRF
116
Illinois Municipal Retirement Fund
Illinois
$987K -$2.7K -37 -0.3%
RA
117
Royce & Associates
New York
$983K -$229K -3,139 -19%
BF
118
BOK Financial
Oklahoma
$977K -$27.9K -383 -3%
SIM
119
SummerHaven Investment Management
Connecticut
$968K +$13.2K +181 +1%
SOADOR
120
State of Alaska Department of Revenue
Alaska
$963K -$69.7K -956 -7%
CF
121
Corebridge Financial
Texas
$920K -$55.7K -763 -6%
Lazard Asset Management
122
Lazard Asset Management
New York
$878K +$72.1K +990 +9%
LSERS
123
Louisiana State Employees Retirement System
Louisiana
$817K -$58.4K -800 -7%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$815K -$54.2K -743 -6%
UCFA
125
United Capital Financial Advisors
Texas
$789K – – –
3 4
5
6 7