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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 %
P
76
Pitcairn
Pennsylvania
$291K +$519 +12 +0.2%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$288K +$28.5K +660 +11%
CF
78
Corebridge Financial
Texas
$287K -$4.24K -98 -1%
Public Employees Retirement Association of Colorado
79
Public Employees Retirement Association of Colorado
Colorado
$247K – – –
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$244K – – –
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$243K – – –
SEI Investments
82
SEI Investments
Pennsylvania
$228K +$228K +5,276 New
BFG
83
Beacon Financial Group
Texas
$227K -$124K -2,873 -35%
Raymond James Financial
84
Raymond James Financial
Florida
$221K -$71.2K -1,646 -24%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$220K -$8.78K -203 -4%
Creative Planning
86
Creative Planning
Kansas
$220K -$48.8K -1,129 -18%
PFBT
87
Parkside Financial Bank & Trust
Missouri
$217K – – –
Mariner
88
Mariner
Kansas
$216K -$31.5K -728 -13%
OQS
89
Occudo Quantitative Strategies
Florida
$202K +$202K +4,766 New
Two Sigma Investments
90
Two Sigma Investments
New York
$202K -$297K -6,874 -60%
DBIA
91
Dumont & Blake Investment Advisors
New Jersey
$201K +$201K +4,641 New
SG Americas Securities
92
SG Americas Securities
New York
$200K -$72.5K -1,675 -27%
PFSRSONJ
93
Police & Firemen's Retirement System of New Jersey
New Jersey
$131K – – –
KK
94
KLP Kapitalforvaltning
Norway
$120K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$118K +$19.9K +460 +20%
A
96
AlphaQuest
New York
$113K +$21.7K +502 +24%
Comerica Bank
97
Comerica Bank
Texas
$88.4K -$43 -1 -0%
SIC
98
Salem Investment Counselors
North Carolina
$85.4K – – –
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$85.3K – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$84K +$61.7K +1,429 +276%
2 3
4
5 6