We are live on ! Find out more
CASS icon

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
CPG
151
Cornerstone Planning Group
New Jersey
$802
FFA
152
Farther Finance Advisors
California
$754 +$749 +17 New
BWA
153
Basecamp Wealth Advisors
Washington
$616 +$617 +14 New
SWIM
154
Smallwood Wealth Investment Management
New Jersey
$440
RFP
155
Root Financial Partners
California
$440 +$440 +10 New
WPA
156
Wealth Preservation Advisors
Tennessee
$220 +$220 +5 New
SS
157
Sunbelt Securities
Texas
$176
ASN
158
Advisory Services Network
Georgia
$88 +$88 +2 New
SIC
159
SJS Investment Consulting
Ohio
$45 +$44 +1 New
KFAS
160
Keating Financial Advisory Services
Kansas
$44 +$44 +1 New
IA
161
IFG Advisory
Georgia
-$1.89M -45,518 Closed
Marshall Wace
162
Marshall Wace
United Kingdom
-$842K -20,268 Closed
A
163
AlphaQuest
New York
-$591K -14,233 Closed
Point72 Asset Management
164
Point72 Asset Management
Connecticut
-$513K -12,354 Closed
Franklin Resources
165
Franklin Resources
California
-$385K -9,269 Closed
SG Americas Securities
166
SG Americas Securities
New York
-$298K -7,189 Closed
IQI
167
Integrated Quantitative Investments
Washington
-$288K -6,926 Closed
GCM
168
Graham Capital Management
Connecticut
-$277K -6,661 Closed
RC
169
RBF Capital
California
-$270K -6,510 Closed
Man Group
170
Man Group
United Kingdom
-$241K -5,799 Closed
DTL
171
Dynamic Technology Lab
Singapore
-$239K -5,751 Closed
Two Sigma Advisers
172
Two Sigma Advisers
New York
-$235K -5,649 Closed
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
-$231K -5,567 Closed
MM
174
MQS Management
New York
-$208K -5,014 Closed
PA
175
PharVision Advisers
Florida
-$203K -4,891 Closed