Cass Information Systems
CASS
142 hedge funds and large institutions have $380M invested in Cass Information Systems in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 59 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
57% more call options, than puts
Call options by funds: $190K | Put options by funds: $121K
15% more capital invested
Capital invested by funds: $331M → $380M (+$48.4M)
2% more funds holding
Funds holding: 139 → 142 (+3)
0.8% more ownership
Funds ownership: 59.71% → 60.51% (+0.8%)
32% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.89M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$2.42M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.32M |
| 4 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
+$2.06M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.61M |
| 2 |
RA
Royce & Associates
New York
|
-$1.38M |
| 3 |
JP Morgan Chase
New York
|
-$1.04M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$923K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$799K |
CASS Hedge Fund Activity: Q1 2025 in Review
142 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Cass Information Systems (CASS) for Q1 2025, worth a combined $380M — up 15% from $331M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CASS positions and 7 closed out — a net gain of 5 holders — while 40 added to existing stakes and 59 trimmed.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $2.89M. The largest seller was BlackRock, cutting an estimated $1.61M.
- 142 institutional investors held Cass Information Systems (CASS) as of Q1 2025, up from 139 in Q4 2024.
- Funds reported $380M of Cass Information Systems stock for Q1 2025, up 15% quarter-over-quarter.
- 12 funds opened new Cass Information Systems positions in Q1 2025 and 7 closed out, a net change of +5 holders.
- The largest Cass Information Systems buyer in Q1 2025 was Hotchkis & Wiley Capital Management, an estimated $2.89M added.
- The largest Cass Information Systems seller in Q1 2025 was BlackRock, an estimated $1.61M sold.
Based on aggregated 13F filings for Q1 2025.