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Cass Information Systems
CASS

Overview Fund Activity

141 hedge funds and large institutions have $380M invested in Cass Information Systems in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 59 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+2
Holders Change %
+1.44%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
38
Reduced
59
Closed
7
Calls
$190K
Puts
$121K
Net Calls
+$69K
Net Calls Change
+$143K

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.94M
2
HA
Heartland Advisors
Wisconsin
+$2.46M
3
Ameriprise
Ameriprise
Minnesota
+$2.36M
4
UIC
Uniplan Investment Counsel
Wisconsin
+$2.1M
5
PA
Pinnacle Associates
New York
+$943K

Top Sellers

1
BlackRock
BlackRock
New York
-$1.64M
2
RA
Royce & Associates
New York
-$1.41M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.06M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$930K
5
American Century Companies
American Century Companies
Missouri
-$814K
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
26
American Century Companies
Missouri
$2.98M -$814K -18,828 -21%
Morgan Stanley
27
Morgan Stanley
New York
$2.78M -$438K -10,126 -14%
Boston Partners
28
Boston Partners
Massachusetts
$2.75M +$392K +9,071 +17%
CB
29
Commerce Bank
Missouri
$2.54M -$186K -4,300 -7%
IA
30
IFG Advisory
Georgia
$2.13M +$4.93K +114 +0.2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2M -$36.7K -848 -2%
Goldman Sachs
32
Goldman Sachs
New York
$1.85M -$719K -16,632 -28%
AR
33
Advisory Research
Illinois
$1.79M -$31.2K -721 -2%
Wells Fargo
34
Wells Fargo
California
$1.72M +$84.3K +1,950 +5%
MGIA
35
Moneta Group Investment Advisors
Missouri
$1.6M -$89.3K -2,065 -5%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.51M +$21.8K +505 +1%
UBS AM
37
UBS AM
Illinois
$1.39M – – –
Citadel Advisors
38
Citadel Advisors
Florida
$1.37M +$243K +5,623 +22%
UBS Group
39
UBS Group
Switzerland
$1.25M -$57.7K -1,335 -4%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$1.2M +$9.95K +230 +0.8%
JCM
41
Jag Capital Management
Missouri
$1.1M – – –
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.08M -$30.3K -700 -3%
LI
43
LVZ Inc
Michigan
$987K – – –
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$864K -$1.06M -24,435 -55%
Jane Street
45
Jane Street
New York
$848K +$848K +19,615 New
Invesco
46
Invesco
Georgia
$822K -$63.7K -1,473 -7%
Teacher Retirement System of Texas
47
Teacher Retirement System of Texas
Texas
$773K +$76.3K +1,764 +11%
LPL Financial
48
LPL Financial
California
$772K +$127K +2,941 +20%
GIA
49
GHP Investment Advisors
Colorado
$759K -$54.4K -1,257 -7%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$752K +$453K +10,480 +152%
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