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Cass Information Systems

160 hedge funds and large institutions have $358M invested in Cass Information Systems in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

15% more capital invested

Capital invested by funds: $311M → $358M (+$47.2M)

5.76% more ownership

Funds ownership: 57.32%63.08% (+5.8%)

3% more funds holding

Funds holding: 155160 (+5)

6% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 54

Holders
160
Holders Change
+5
Holders Change %
+3.23%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
26
Increased
51
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$3.13M +$1.56M +35,346 +99%
GF
27
Gabelli Funds
New York
$3.05M -$69.9K -1,588 -2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.94M -$48.6K -1,103 -2%
PA
29
Pinnacle Associates
New York
$2.93M +$294K +6,684 +11%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.86M -$87.6K -1,988 -3%
Two Sigma Investments
31
Two Sigma Investments
New York
$2.83M +$81.4K +1,848 +3%
AQR Capital Management
32
AQR Capital Management
Connecticut
$2.54M +$906K +20,574 +55%
Renaissance Technologies
33
Renaissance Technologies
New York
$2.46M -$951K -21,600 -28%
CB
34
Commerce Bank
Missouri
$2.39M -$24.2K -550 -1%
Citadel Advisors
35
Citadel Advisors
Florida
$2.38M -$577K -13,112 -19%
Morgan Stanley
36
Morgan Stanley
New York
$2.3M -$301K -6,842 -12%
BAM
37
Ballast Asset Management
Texas
$2.26M +$55.5K +1,260 +3%
American Century Companies
38
American Century Companies
Missouri
$2.26M -$32.8K -744 -1%
First Trust Advisors
39
First Trust Advisors
Illinois
$1.82M -$28.9K -657 -2%
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$1.77M +$270K +6,130 +18%
Wells Fargo
41
Wells Fargo
California
$1.48M -$400K -9,092 -21%
MGIA
42
Moneta Group Investment Advisors
Missouri
$1.39M -$209K -4,749 -13%
Lazard Asset Management
43
Lazard Asset Management
New York
$1.34M +$122K +2,774 +10%
Jane Street
44
Jane Street
New York
$1.3M -$640K -14,541 -33%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$1.29M +$39.7K +901 +3%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.29M -$36.6K -832 -3%
XT
47
XTX Topco
Cayman Islands
$1.19M +$754K +17,123 +173%
N
48
Nuveen
North Carolina
$1.17M -$42.4K -962 -3%
Creative Planning
49
Creative Planning
Kansas
$1.15M -$50K -1,136 -4%
JCM
50
Jag Capital Management
Missouri
$1.13M +$528 +12 +0%