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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
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$1.11M +$127K +2,877 +13%
YIH
52
Y-Intercept (HK)
Hong Kong
$1.1M +$752K +17,074 +215%
LI
53
LVZ Inc
Michigan
$1M
QCM
54
Quantinno Capital Management
New York
$853K +$246K +5,580 +40%
LPL Financial
55
LPL Financial
California
$828K -$27.1K -615 -3%
Invesco
56
Invesco
Georgia
$817K -$9.07K -206 -1%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$685K -$225K -5,114 -25%
HF
58
HRT Financial
New York
$667K +$160K +3,638 +32%
KK
59
KLP Kapitalforvaltning
Norway
$651K +$344K +7,800 +111%
UBS Group
60
UBS Group
Switzerland
$634K +$360K +8,174 +131%
BEI
61
Benjamin Edwards Inc
Missouri
$622K
SO
62
STRS Ohio
Ohio
$607K +$260K +5,900 +75%
Bank of America
63
Bank of America
North Carolina
$574K -$87K -1,976 -13%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$530K +$19.5K +443 +4%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$526K -$12K -272 -2%
JP Morgan Chase
66
JP Morgan Chase
New York
$519K -$99K -2,249 -16%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$515K +$522K +11,863 New
OL
68
Odyssean LLC
Connecticut
$495K +$495K +11,249 New
CFSG
69
Clark Financial Services Group
Missouri
$484K
I
70
InceptionR
California
$484K +$252K +5,711 +108%
TI
71
Trexquant Investment
Connecticut
$476K +$231K +5,249 +94%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$464K -$131K -2,983 -22%
AllianceBernstein
73
AllianceBernstein
Tennessee
$458K -$26.4K -600 -5%
GIA
74
GHP Investment Advisors
Colorado
$455K -$80.7K -1,832 -15%
TI
75
Tidal Investments
Wisconsin
$447K +$15.7K +357 +4%