Pathward Financial
CASH
261 hedge funds and large institutions have $1.57B invested in Pathward Financial in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 112 reducing their positions, and 38 closing their positions.
0% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 38
7% less call options, than puts
Call options by funds: $497K | Put options by funds: $533K
1% less funds holding
Funds holding: 264 → 261 (-3)
1.65% less ownership
Funds ownership: 91.75% → 90.1% (-1.7%)
8% less capital invested
Capital invested by funds: $1.71B → $1.57B (-$140M)
37% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 112
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
+$16.7M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$9.93M |
| 3 |
Millennium Management
New York
|
+$9.45M |
| 4 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$8.84M |
| 5 |
Cerity Partners
New York
|
+$8.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VIM
Vinva Investment Management
Sydney,
Australia
|
-$140M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$24.4M |
| 4 |
SWM
Shepherd Wealth Management
Cincinnati,
Ohio
|
-$10.1M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$9.91M |
CASH Hedge Fund Activity: Q4 2025 in Review
261 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q4 2025, worth a combined $1.57B — down 8.2% from $1.71B a quarter earlier.
Fund positioning in CASH was balanced in Q4 2025: 38 funds opened new positions, 38 closed out, 71 added to existing stakes and 112 trimmed.
The largest buyer was Comerica Bank, adding an estimated $16.7M. The largest seller was Vinva Investment Management, exiting entirely with an estimated $140M sold.
- 261 institutional investors held Pathward Financial (CASH) as of Q4 2025, down from 264 in Q3 2025.
- Funds reported $1.57B of Pathward Financial stock for Q4 2025, down 8.2% quarter-over-quarter.
- 38 funds opened new Pathward Financial positions in Q4 2025 and 38 closed out, a net change of 0 holders.
- The largest Pathward Financial buyer in Q4 2025 was Comerica Bank, an estimated $16.7M added.
- The largest Pathward Financial seller in Q4 2025 was Vinva Investment Management, an estimated $140M sold.
Based on aggregated 13F filings for Q4 2025.