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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
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$168K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$158K +$61.7K +1,402 +64%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$127K -$65.6K -1,490 -34%
PFSRSONJ
104
Police & Firemen's Retirement System of New Jersey
New Jersey
$127K
SOADOR
105
State of Alaska Department of Revenue
Alaska
$107K
Barclays
106
Barclays
United Kingdom
$95.7K -$723K -16,411 -88%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$91.3K +$91.3K +2,074 New
SIC
108
Salem Investment Counselors
North Carolina
$86.9K +$87K +1,975 New
CCM
109
Copeland Capital Management
Pennsylvania
$75.4K +$2.73K +62 +4%
GXJ
110
Global X Japan
Japan
$58.7K -$39.3K -893 -40%
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$49K
AIP
112
Ameritas Investment Partners
Nebraska
$44.5K
HNB
113
Huntington National Bank
Ohio
$44K +$31.1K +707 +241%
TRCT
114
Tower Research Capital (TRC)
New York
$43.5K -$3.26K -74 -7%
Legal & General Group
115
Legal & General Group
United Kingdom
$42.3K -$13.9K -315 -25%
C
116
Covestor
United Kingdom
$39K +$11.1K +251 +40%
ACM
117
Aquatic Capital Management
Illinois
$37K -$91.6K -2,081 -71%
IA
118
IFP Advisors
Florida
$27.9K +$2.95K +67 +12%
California State Teachers Retirement System (CalSTRS)
119
California State Teachers Retirement System (CalSTRS)
California
$27.3K -$4.89K -111 -15%
KFG
120
Kingdom Financial Group
Arizona
$27.3K +$220 +5 +0.8%
LAS
121
Lloyd Advisory Services
Georgia
$27.3K +$27.3K +620 New
Citigroup
122
Citigroup
New York
$26.4K -$149K -3,374 -85%
EWA
123
EverSource Wealth Advisors
Alabama
$16.9K +$3.44K +78 +25%
GI
124
GAMMA Investing
California
$15.4K +$5.29K +120 +52%
TCM
125
Triumph Capital Management
Colorado
$14.9K