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Cass Information Systems
CASS

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: 1 → 2 (+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: 155 → 160 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$30.2M
2
CIC
Crawford Investment Counsel
Georgia
+$5.37M
3
PAIM
Punch & Associates Investment Management
Minnesota
+$4.98M
4
SEI Investments
SEI Investments
Pennsylvania
+$1.56M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$906K

Top Sellers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.02M
2
IA
IFG Advisory
Georgia
-$1.89M
3
BlackRock
BlackRock
New York
-$1.85M
4
EIM
Emmett Investment Management
New York
-$1.73M
5
ProShare Advisors
ProShare Advisors
Maryland
-$1.24M
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 +$88 +2 +0.9%
AF
129
Allworth Financial
California
$9.69K +$2.16K +49 +29%
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 +$1.41K +32 +33%
PWPS
134
Pinnacle Wealth Planning Services
Ohio
$5.59K – – –
SCM
135
Sterling Capital Management
North Carolina
$4.93K -$2.64K -60 -35%
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 +$1.72K +39 +95%
UBS AM
139
UBS AM
Illinois
$3.74K +$2.07K +47 +124%
EP
140
Essential Partners
California
$3.61K +$1.58K +36 +78%
PA
141
Parallel Advisors
California
$3.35K +$1.1K +25 +49%
RIL
142
Rothschild Investment LLC
Illinois
$2.46K +$1.63K +37 +195%
QCG
143
Quadrant Capital Group
Ohio
$2.16K – – –
MCM
144
MAI Capital Management
Ohio
$2.16K +$1.89K +43 +717%
S
145
SignatureFD
Georgia
$1.89K – – –
VCM
146
Versant Capital Management
Arizona
$1.63K +$1.63K +37 New
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 +$881 +20 New
TWD
150
True Wealth Design
Ohio
$837 +$352 +8 +73%
4 5
6
7 8

CASS Hedge Fund Activity: Q1 2026 in Review

160 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Cass Information Systems (CASS) for Q1 2026, worth a combined $358M — up 15% from $311M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CASS positions and 18 closed out — a net gain of 8 holders — while 51 added to existing stakes and 54 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $30.2M. The largest seller was Geode Capital Management, cutting an estimated $2.02M.

  • 160 institutional investors held Cass Information Systems (CASS) as of Q1 2026, up from 155 in Q4 2025.
  • Funds reported $358M of Cass Information Systems stock for Q1 2026, up 15% quarter-over-quarter.
  • 26 funds opened new Cass Information Systems positions in Q1 2026 and 18 closed out, a net change of +8 holders.
  • The largest Cass Information Systems buyer in Q1 2026 was Focus Partners Wealth, an estimated $30.2M added.
  • The largest Cass Information Systems seller in Q1 2026 was Geode Capital Management, an estimated $2.02M sold.

Based on aggregated 13F filings for Q1 2026.