Pathward Financial
CASH
CASH
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.
New
Increased
Maintained
Reduced
Closed
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
Vinva Investment Management
Sydney,
Australia
|
+$28.5M |
| 2 |
SWM
Shepherd Wealth Management
Cincinnati,
Ohio
|
+$11.8M |
| 3 |
ClearBridge Investments
New York
|
+$10M |
| 4 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$8.46M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.05M |
Top Sellers
| 1 |
AAM
Austin Asset Management
Austin,
Texas
|
-$23.6M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$9.38M |
| 3 |
State Street
Boston,
Massachusetts
|
-$9.28M |
| 4 |
Millennium Management
New York
|
-$8.06M |
| 5 |
OCM
Orchard Capital Management
Chicago,
Illinois
|
-$7.63M |
