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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.

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
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 Holding Trade Value Shares
Change 		Shares
Change %
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$935K -$229K -2,900 -20%
EGM
127
Engineers Gate Manager
New York
$904K +$583K +7,373 +182%
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$901K -$248K -3,138 -22%
Lazard Asset Management
129
Lazard Asset Management
New York
$893K -$58.6K -742 -6%
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$892K +$287K +3,624 +47%
AQR Capital Management
131
AQR Capital Management
Connecticut
$877K +$153K +1,935 +21%
LSERS
132
Louisiana State Employees Retirement System
Louisiana
$870K -$15.8K -200 -2%
UCFA
133
United Capital Financial Advisors
Texas
$855K -$79 -1 -0%
LOAME
134
Lombard Odier Asset Management (Europe)
United Kingdom
$831K -$475K -6,000 -36%
UA
135
Unison Advisors
District of Columbia
$808K – – –
VOYA Investment Management
136
VOYA Investment Management
Georgia
$806K +$278K +3,516 +53%
SPC
137
Sigma Planning Corp
Michigan
$800K +$79 +1 +0%
HI
138
Horizon Investments
North Carolina
$797K +$797K +10,077 New
RA
139
Royce & Associates
New York
$773K -$293K -3,699 -27%
CG
140
Cynosure Group
Utah
$764K +$40.5K +512 +6%
HCA
141
Harbor Capital Advisors
Illinois
$753K +$34.6K +438 +5%
PAP
142
Persistent Asset Partners
Hong Kong
$743K +$743K +9,389 New
QT
143
Quantbot Technologies
New York
$740K +$740K +9,347 New
Los Angeles Capital Management
144
Los Angeles Capital Management
California
$731K +$160K +2,022 +28%
DT
145
Diversified Trust
Tennessee
$728K +$8.15K +103 +1%
Verition Fund Management
146
Verition Fund Management
Connecticut
$702K -$1.87M -23,648 -73%
YCM
147
Yousif Capital Management
Michigan
$697K -$1.35K -17 -0.2%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$685K -$59.5K -752 -8%
NCM
149
Nantahala Capital Management
Connecticut
$660K +$660K +8,341 New
Universal-Beteiligungs- und Servicegesellschaft
150
Universal-Beteiligungs- und Servicegesellschaft
Germany
$658K +$24.2K +306 +4%
4 5
6
7 8