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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 %
Koshinski Asset Management
201
Koshinski Asset Management
Illinois
$258K +$258K +3,261 New
AI
202
Atria Investments
North Carolina
$252K +$5.14K +65 +2%
Squarepoint
203
Squarepoint
New York
$250K -$154K -1,943 -38%
I
204
InceptionR
California
$249K +$249K +3,151 New
MOACM
205
Mutual of America Capital Management
New York
$239K -$35.4K -447 -13%
LJAC
206
L.J. Altfest & Co
New York
$238K – – –
HSBC Holdings
207
HSBC Holdings
United Kingdom
$237K -$3.85M -48,595 -94%
CC
208
Corton Capital
Ontario, Canada
$232K +$232K +2,929 New
CWM
209
CIBC World Markets
New York
$229K -$195K -2,467 -46%
P
210
&Partners
Tennessee
$226K +$226K +2,859 New
Commonwealth Equity Services
211
Commonwealth Equity Services
Massachusetts
$223K +$223K +2,815 New
PA
212
Profund Advisors
Maryland
$210K +$210K +2,653 New
MGIA
213
Matthew Goff Investment Advisor
Texas
$205K +$205K +278 New
Neuberger Berman Group
214
Neuberger Berman Group
New York
$203K +$203K +2,571 New
SDIC
215
South Dakota Investment Council
South Dakota
$198K – – –
AIP
216
Ameritas Investment Partners
Nebraska
$190K -$8.07K -102 -4%
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$174K +$13.5K +170 +8%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$163K -$3.72K -47 -2%
FDP
219
Financiere des Professionnels
Quebec, Canada
$155K +$155K +1,955 New
VI
220
Vestcor Inc
New Brunswick, Canada
$134K – – –
CSB
221
City State Bank
Iowa
$132K – – –
SAM
222
Shell Asset Management
Netherlands
$121K -$12.9K -163 -10%
BBHC
223
Brown Brothers Harriman & Co
New York
$109K – – –
KBC Group
224
KBC Group
Belgium
$78K -$34.3K -433 -31%
Federated Hermes
225
Federated Hermes
Pennsylvania
$73.6K +$6.01K +76 +9%
7 8
9
10 11