Pathward Financial
CASH
264 hedge funds and large institutions have $1.71B invested in Pathward Financial in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 87 increasing their positions, 104 reducing their positions, and 37 closing their positions.
3.66% more ownership
Funds ownership: 88.09% → 91.75% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
5% less capital invested
Capital invested by funds: $1.8B → $1.71B (-$90M)
3% less funds holding
Funds holding: 272 → 264 (-8)
16% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 104
19% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 37
38% less call options, than puts
Call options by funds: $3.74M | Put options by funds: $6.03M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$25.2M |
| 2 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$10.4M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$9.75M |
| 4 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$7.09M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$5.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$9.73M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$8.71M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.5M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$6.93M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$6.36M |
CASH Hedge Fund Activity: Q3 2025 in Review
264 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q3 2025, worth a combined $1.71B — down 5% from $1.8B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of CASH and 30 opened new positions — a net loss of 7 holders — while 104 trimmed existing stakes and 87 added.
The largest buyer was American Century Companies, adding an estimated $25.2M. The largest seller was UBS AM, cutting an estimated $9.73M.
- 264 institutional investors held Pathward Financial (CASH) as of Q3 2025, down from 272 in Q2 2025.
- Funds reported $1.71B of Pathward Financial stock for Q3 2025, down 5% quarter-over-quarter.
- 30 funds opened new Pathward Financial positions in Q3 2025 and 37 closed out, a net change of -7 holders.
- The largest Pathward Financial buyer in Q3 2025 was American Century Companies, an estimated $25.2M added.
- The largest Pathward Financial seller in Q3 2025 was UBS AM, an estimated $9.73M sold.
Based on aggregated 13F filings for Q3 2025.