Pathward Financial
CASH
251 hedge funds and large institutions have $1.63B invested in Pathward Financial in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 106 reducing their positions, and 27 closing their positions.
26% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 27
2% more funds holding
Funds holding: 245 → 251 (+6)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
6% less capital invested
Capital invested by funds: $1.74B → $1.63B (-$112M)
6.55% less ownership
Funds ownership: 96.91% → 90.36% (-6.5%)
35% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 106
48% less call options, than puts
Call options by funds: $321K | Put options by funds: $620K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.6M |
| 2 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$10.1M |
| 3 |
Millennium Management
New York
|
+$7.12M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$5.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$49.6M |
| 2 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$14.1M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$9.71M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$9.67M |
| 5 |
State Street
Boston,
Massachusetts
|
-$9.55M |
CASH Hedge Fund Activity: Q1 2025 in Review
251 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q1 2025, worth a combined $1.63B — down 6.4% from $1.74B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new CASH positions and 27 closed out — a net gain of 7 holders — while 69 added to existing stakes and 106 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $13.6M. The largest seller was Goldman Sachs, cutting an estimated $49.6M.
- 251 institutional investors held Pathward Financial (CASH) as of Q1 2025, up from 245 in Q4 2024.
- Funds reported $1.63B of Pathward Financial stock for Q1 2025, down 6.4% quarter-over-quarter.
- 34 funds opened new Pathward Financial positions in Q1 2025 and 27 closed out, a net change of +7 holders.
- The largest Pathward Financial buyer in Q1 2025 was Wellington Management Group, an estimated $13.6M added.
- The largest Pathward Financial seller in Q1 2025 was Goldman Sachs, an estimated $49.6M sold.
Based on aggregated 13F filings for Q1 2025.