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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 %
LC
126
Lindbrook Capital
California
$3.94K – – –
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$3.37K +$2.77K +64 +457%
FFA
128
Farther Finance Advisors
California
$3.3K +$3.3K +76 New
QCG
129
Quadrant Capital Group
Ohio
$2.68K – – –
PA
130
Parallel Advisors
California
$2.68K – – –
AF
131
Allworth Financial
California
$2.38K -$370 -9 -13%
PS
132
Principal Securities
Iowa
$2.29K – – –
SCM
133
Sterling Capital Management
North Carolina
$2.03K -$1.38K -32 -41%
HCA
134
Harbor Capital Advisors
Illinois
$2K -$571 -12 -22%
SAM
135
Smartleaf Asset Management
Massachusetts
$1.95K – – –
TWD
136
True Wealth Design
Ohio
$1.38K +$216 +5 +19%
S
137
SignatureFD
Georgia
$1.34K – – –
RIL
138
Rothschild Investment LLC
Illinois
$1.08K – – –
EWA
139
EverSource Wealth Advisors
Alabama
$908 -$519 -12 -36%
SWIM
140
Smallwood Wealth Investment Management
New Jersey
$432 +$432 +10 New
IA
141
IFP Advisors
Florida
$130 – – –
TCM
142
Towneley Capital Management
California
– -$611K -14,944 Closed
BEI
143
Benjamin Edwards Inc
Missouri
– -$578K -14,139 Closed
ECM
144
ExodusPoint Capital Management
New York
– -$394K -9,632 Closed
TPI
145
Trust Point Inc
Wisconsin
– -$283K -6,924 Closed
HF
146
HRT Financial
New York
– -$241K -5,893 Closed
AAP
147
Arax Advisory Partners
Colorado
– -$1.72K -42 Closed
CFGS
148
Concourse Financial Group Securities
Alabama
– -$969 -24 Closed
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