Pathward Financial
CASH
272 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, 87 increasing their positions, 100 reducing their positions, and 22 closing their positions.
118% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 22
11% more capital invested
Capital invested by funds: $1.63B → $1.8B (+$173M)
8% more funds holding
Funds holding: 251 → 272 (+21)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2.27% less ownership
Funds ownership: 90.36% → 88.09% (-2.3%)
13% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 100
95% less call options, than puts
Call options by funds: $2.01M | Put options by funds: $42.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$9.72M |
| 2 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$8.18M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.82M |
| 4 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$6.31M |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$4.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$9.07M |
| 2 |
State Street
Boston,
Massachusetts
|
-$8.97M |
| 3 |
Millennium Management
New York
|
-$7.79M |
| 4 |
OCM
Orchard Capital Management
Chicago,
Illinois
|
-$7.38M |
| 5 |
BlackRock
New York
|
-$5.9M |
CASH Hedge Fund Activity: Q2 2025 in Review
272 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q2 2025, worth a combined $1.8B — up 11% from $1.63B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new CASH positions and 22 closed out — a net gain of 26 holders — while 87 added to existing stakes and 100 trimmed.
The largest buyer was ClearBridge Investments, opening a new position worth an estimated $9.72M. The largest seller was Dimensional Fund Advisors, cutting an estimated $9.07M.
- 272 institutional investors held Pathward Financial (CASH) as of Q2 2025, up from 251 in Q1 2025.
- Funds reported $1.8B of Pathward Financial stock for Q2 2025, up 11% quarter-over-quarter.
- 48 funds opened new Pathward Financial positions in Q2 2025 and 22 closed out, a net change of +26 holders.
- The largest Pathward Financial buyer in Q2 2025 was ClearBridge Investments, an estimated $9.72M added.
- The largest Pathward Financial seller in Q2 2025 was Dimensional Fund Advisors, an estimated $9.07M sold.
Based on aggregated 13F filings for Q2 2025.