CASH icon

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 %
CMF
176
Counterpoint Mutual Funds
California
$416K +$416K +5,252 New
ProShare Advisors
177
ProShare Advisors
Maryland
$415K -$34.5K -436 -8%
JWCA
178
J.W. Cole Advisors
Florida
$413K -$49.5K -626 -11%
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$411K +$411K +5,189 New
AA
180
ALPS Advisors
Colorado
$399K +$4.83K +61 +1%
VVP
181
Venture Visionary Partners
Ohio
$396K – – –
TI
182
Tidal Investments
Wisconsin
$390K +$390K +4,934 New
ACM
183
Aquatic Capital Management
Illinois
$390K +$390K +4,923 New
HighTower Advisors
184
HighTower Advisors
Illinois
$375K -$13.5K -170 -3%
CCIA
185
Campbell & Co Investment Adviser
Maryland
$373K +$373K +4,720 New
SG Americas Securities
186
SG Americas Securities
New York
$360K -$260K -3,292 -42%
US Bancorp
187
US Bancorp
Minnesota
$339K +$5.78K +73 +2%
Balyasny Asset Management
188
Balyasny Asset Management
Illinois
$321K +$321K +4,056 New
WSFS
189
Wilmington Savings Fund Society
Delaware
$316K – – –
IA
190
Inspire Advisors
Idaho
$311K +$311K +3,928 New
TRCT
191
Tower Research Capital (TRC)
New York
$306K +$237K +2,998 +345%
VI
192
Versor Investments
New York
$293K +$293K +3,700 New
SPIA
193
Steward Partners Investment Advisory
New York
$285K -$3.48K -44 -1%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$281K +$3.24K +41 +1%
SSWM
195
Sheets Smith Wealth Management
North Carolina
$276K +$276K +3,490 New
WS
196
Wedbush Securities
California
$275K -$72.3K -912 -21%
CIA
197
Concurrent Investment Advisors
Florida
$273K +$18K +228 +7%
Pictet Asset Management
198
Pictet Asset Management
Switzerland
$269K +$7.44K +94 +3%
AAP
199
Arax Advisory Partners
Colorado
$258K +$258K +3,264 New
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$258K +$14.5K +183 +6%
6 7
8
9 10