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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 %
VOYA Investment Management
151
VOYA Investment Management
Georgia
$487K -$64.3K -881 -12%
QC
152
Quadrature Capital
United Kingdom
$457K +$214K +2,925 +88%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$454K -$128K -1,756 -22%
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$452K – – –
AI
155
AdvisorShares Investments
Maryland
$447K – – –
JF
156
Jump Financial
Illinois
$442K -$125K -1,716 -22%
State of Tennessee, Department of Treasury
157
State of Tennessee, Department of Treasury
Tennessee
$436K -$337K -4,615 -44%
BCI
158
Brinker Capital Investments
Pennsylvania
$430K -$9.92K -136 -2%
OPS
159
Orion Portfolio Solutions
Nebraska
$430K -$9.92K -136 -2%
JWCA
160
J.W. Cole Advisors
Florida
$427K +$427K +5,849 New
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$416K +$29.4K +403 +8%
Osaic Holdings
162
Osaic Holdings
Arizona
$415K +$297K +4,070 +251%
ProShare Advisors
163
ProShare Advisors
Maryland
$415K -$138K -1,886 -25%
MPM
164
Meritage Portfolio Management
Kansas
$414K -$16.8K -230 -4%
PFG
165
Putney Financial Group
California
$411K -$26.5K -26,467 -6%
PFSRSONJ
166
Police & Firemen's Retirement System of New Jersey
New Jersey
$406K +$25.3K +347 +7%
DekaBank Deutsche Girozentrale
167
DekaBank Deutsche Girozentrale
Germany
$406K – – –
OPERF
168
Oregon Public Employees Retirement Fund
Oregon
$398K -$29.2K -400 -7%
CWM
169
CIBC World Markets
New York
$391K +$391K +5,364 New
Squarepoint
170
Squarepoint
New York
$372K -$1.59M -21,736 -81%
Royal Bank of Canada
171
Royal Bank of Canada
Ontario, Canada
$369K +$64.7K +886 +21%
VVP
172
Venture Visionary Partners
Ohio
$365K – – –
AA
173
ALPS Advisors
Colorado
$364K -$21.2K -290 -5%
IFU
174
iSAM Funds (UK)
United Kingdom
$361K +$361K +4,947 New
HighTower Advisors
175
HighTower Advisors
Illinois
$358K +$12.8K +175 +4%
5 6
7
8 9