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Cass Information Systems

159 hedge funds and large institutions have $358M invested in Cass Information Systems in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$12.8K
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$11.6K
WAG
128
Wilkerson Advisory Group
Missouri
$9.86K
AF
129
Allworth Financial
California
$9.69K
UB
130
UMB Bank
Missouri
$8.85K
SPIA
131
Steward Partners Investment Advisory
New York
$7.48K
NA
132
NewEdge Advisors
Louisiana
$6.38K
Optiver Holding
133
Optiver Holding
Netherlands
$5.72K
PWPS
134
Pinnacle Wealth Planning Services
Ohio
$5.59K
SCM
135
Sterling Capital Management
North Carolina
$4.93K
Los Angeles Capital Management
136
Los Angeles Capital Management
California
$4.45K
BCM
137
Boreal Capital Management
Florida
$4.4K
HCA
138
Harbor Capital Advisors
Illinois
$4K
UBS AM
139
UBS AM
Illinois
$3.74K
EP
140
Essential Partners
California
$3.61K
PA
141
Parallel Advisors
California
$3.35K
RIL
142
Rothschild Investment LLC
Illinois
$2.46K
QCG
143
Quadrant Capital Group
Ohio
$2.16K
MCM
144
MAI Capital Management
Ohio
$2.16K
S
145
SignatureFD
Georgia
$1.89K
VCM
146
Versant Capital Management
Arizona
$1.63K
Osaic Holdings
147
Osaic Holdings
Arizona
$1.28K
SAM
148
Smartleaf Asset Management
Massachusetts
$1.19K
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$880
TWD
150
True Wealth Design
Ohio
$837