CASH icon

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 %
UWM
176
USAdvisors Wealth Management
Minnesota
$350K +$94.6K +164 +37%
MML Investors Services
177
MML Investors Services
Massachusetts
$350K +$350K +4,793 New
WS
178
Wedbush Securities
California
$320K +$320K +4,382 New
US Bancorp
179
US Bancorp
Minnesota
$307K -$3.5K -48 -1%
Marshall Wace
180
Marshall Wace
United Kingdom
$305K +$305K +4,185 New
MFIM
181
Mesirow Financial Investment Management
Illinois
$299K – – –
EGM
182
Engineers Gate Manager
New York
$296K -$537K -7,358 -64%
WSFS
183
Wilmington Savings Fund Society
Delaware
$292K – – –
X
184
Xponance
Pennsylvania
$285K -$19.3K -264 -6%
DTL
185
Dynamic Technology Lab
Singapore
$275K -$219K -3,008 -44%
SPIA
186
Steward Partners Investment Advisory
New York
$266K – – –
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$256K +$56.4K +773 +28%
Connor, Clark & Lunn Investment Management (CC&L)
188
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$256K +$256K +3,503 New
MOACM
189
Mutual of America Capital Management
New York
$253K -$21.2K -291 -8%
Pictet Asset Management
190
Pictet Asset Management
Switzerland
$241K +$32.2K +442 +15%
FCBT
191
First Citizens Bank & Trust
North Carolina
$236K +$236K +3,238 New
CIA
192
Concurrent Investment Advisors
Florida
$235K +$235K +3,217 New
SIA
193
Schechter Investment Advisors
Michigan
$232K – – –
AI
194
Atria Investments
North Carolina
$227K -$17.3K -237 -7%
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$225K -$6.35K -87 -3%
TSS
196
Two Sigma Securities
New York
$222K -$119K -1,637 -35%
LJAC
197
L.J. Altfest & Co
New York
$220K – – –
Envestnet Portfolio Solutions
198
Envestnet Portfolio Solutions
Illinois
$219K +$219K +3,003 New
SDIC
199
South Dakota Investment Council
South Dakota
$183K – – –
AIP
200
Ameritas Investment Partners
Nebraska
$183K – – –
6 7
8
9 10