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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.

New
Increased
Maintained
Reduced
Closed
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
Wellington Management Group
Massachusetts
$13M
2
NPIC
Neumeier Poma Investment Counsel
California
$9.68M
3
Millennium Management
Millennium Management
New York
$9.38M
4
KCM
Kennedy Capital Management
Missouri
$7.33M
5
Invesco
Invesco
Georgia
$22.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$13.2M
2
AAM
Austin Asset Management
Texas
$23.6M
3
NCM
Nantahala Capital Management
Connecticut
$0
4
FI
Financial Insights
Washington
$0
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
UA
126
Unison Advisors
District of Columbia
$745K – – –
TI
127
Trexquant Investment
Connecticut
$740K -$183K -2,508 -20%
SPC
128
Sigma Planning Corp
Michigan
$738K +$79.8K +1,094 +12%
MCP
129
Militia Capital Partners
Nevada
$730K +$730K +10,000 New
CHAM
130
Clear Harbor Asset Management
Connecticut
$694K -$4.01K -55 -0.6%
Amundi
131
Amundi
France
$689K -$189K -2,719 -22%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$687K – – –
AQR Capital Management
133
AQR Capital Management
Connecticut
$668K +$254K +3,479 +61%
CG
134
Cynosure Group
Utah
$667K +$75.4K +1,034 +13%
DT
135
Diversified Trust
Tennessee
$664K +$12.1K +166 +2%
HCA
136
Harbor Capital Advisors
Illinois
$663K +$177K +2,419 +36%
YCM
137
Yousif Capital Management
Michigan
$644K -$44.8K -614 -7%
GC
138
Grizzlyrock Capital
Illinois
$627K -$1.58M -21,700 -72%
Universal-Beteiligungs- und Servicegesellschaft
139
Universal-Beteiligungs- und Servicegesellschaft
Germany
$584K +$584K +8,011 New
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$575K +$129K +1,773 +29%
SG Americas Securities
141
SG Americas Securities
New York
$572K +$572K +7,843 New
KK
142
KLP Kapitalforvaltning
Norway
$569K -$58.4K -800 -9%
State Board of Administration of Florida Retirement System
143
State Board of Administration of Florida Retirement System
Florida
$558K – – –
CIM
144
Cambria Investment Management
California
$550K +$135K +1,844 +32%
Stifel Financial
145
Stifel Financial
Missouri
$540K +$5.91K +81 +1%
Los Angeles Capital Management
146
Los Angeles Capital Management
California
$526K – – –
CAG
147
Csenge Advisory Group
Florida
$524K +$703 +10 +0.1%
MSRPS
148
Maryland State Retirement & Pension System
Maryland
$507K -$108K -1,480 -18%
ASRS
149
Arizona State Retirement System
Arizona
$503K -$25.7K -352 -5%
AB
150
Amalgamated Bank
New York
$499K -$29.6K -406 -6%
4 5
6
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