We are live on ! Find out more
CASS icon

Cass Information Systems
CASS

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: 1 → 2 (+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: 155 → 160 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$30.2M
2
CIC
Crawford Investment Counsel
Georgia
+$5.37M
3
PAIM
Punch & Associates Investment Management
Minnesota
+$4.98M
4
SEI Investments
SEI Investments
Pennsylvania
+$1.56M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$906K

Top Sellers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.02M
2
IA
IFG Advisory
Georgia
-$1.89M
3
BlackRock
BlackRock
New York
-$1.85M
4
EIM
Emmett Investment Management
New York
-$1.73M
5
ProShare Advisors
ProShare Advisors
Maryland
-$1.24M
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%
1
2
3 4 5

CASS Hedge Fund Activity: Q1 2026 in Review

160 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Cass Information Systems (CASS) for Q1 2026, worth a combined $358M — up 15% from $311M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CASS positions and 18 closed out — a net gain of 8 holders — while 51 added to existing stakes and 54 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $30.2M. The largest seller was Geode Capital Management, cutting an estimated $2.02M.

  • 160 institutional investors held Cass Information Systems (CASS) as of Q1 2026, up from 155 in Q4 2025.
  • Funds reported $358M of Cass Information Systems stock for Q1 2026, up 15% quarter-over-quarter.
  • 26 funds opened new Cass Information Systems positions in Q1 2026 and 18 closed out, a net change of +8 holders.
  • The largest Cass Information Systems buyer in Q1 2026 was Focus Partners Wealth, an estimated $30.2M added.
  • The largest Cass Information Systems seller in Q1 2026 was Geode Capital Management, an estimated $2.02M sold.

Based on aggregated 13F filings for Q1 2026.