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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.

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
NL
1
Nuveen LLC
North Carolina
$22.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$13M
3
NPIC
3
Neumeier Poma Investment Counsel
California
$9.68M
4
Millennium Management
4
Millennium Management
New York
$9.38M
5
KCM
5
Kennedy Capital Management
Missouri
$7.33M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.2M
2
NCM
2
Nantahala Capital Management
Connecticut
$0
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$1.48M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$94.3M
5
State Street
5
State Street
Massachusetts
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$252M 3,457,465 -108,064 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$156M 2,136,658 -66,945 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$128M 1,754,129 -24,818 -1%
State Street
4
State Street
Massachusetts
$112M 1,527,537 -125,199 -8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$94.3M 1,292,996 -126,749 -9%
VIM
6
Vinva Investment Management
Australia
$65.3M 113,188 +2,379 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$52.3M 716,347 +4,809 +0.7%
American Century Companies
8
American Century Companies
Missouri
$50.1M 686,423 +43,273 +7%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$32.9M 450,470 -118,768 -21%
Morgan Stanley
10
Morgan Stanley
New York
$30.8M 421,705 -43,233 -9%
AAM
11
Austin Asset Management
Texas
– – – –
Charles Schwab
12
Charles Schwab
California
$23M 315,803 -15,652 -5%
UBS AM
13
UBS AM
Illinois
$22.8M 312,765 -6,166 -2%
NL
14
Nuveen LLC
North Carolina
$22.8M 312,478 +312,478 New
Invesco
15
Invesco
Georgia
$22.4M 307,261 +72,542 +31%
Mawer Investment Management
16
Mawer Investment Management
Alberta, Canada
$21M 287,644 +28,829 +11%
Northern Trust
17
Northern Trust
Illinois
$19.5M 267,096 -920 -0.3%
DCM
18
Driehaus Capital Management
Illinois
$18M 247,299 -920 -0.4%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$17.1M 235,005 +6,305 +3%
Two Sigma Investments
20
Two Sigma Investments
New York
$15.3M 209,691 +59,172 +39%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$13.9M 190,672 -12,884 -6%
Goldman Sachs
22
Goldman Sachs
New York
$13.2M 180,950 -649,776 -78%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$13M 178,193 +178,193 New
FP
24
Foundry Partners
Minnesota
$12.9M 176,606 +2,393 +1%
ECM
25
Elgethun Capital Management
South Dakota
$12.7M 173,959 +7,470 +4%
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