Cass Information Systems
CASS
144 hedge funds and large institutions have $318M invested in Cass Information Systems in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 11 closing their positions.
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
1% more funds holding
Funds holding: 142 → 144 (+2)
5.79% less ownership
Funds ownership: 60.51% → 54.71% (-5.8%)
16% less capital invested
Capital invested by funds: $380M → $318M (-$62.1M)
38% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ProShare Advisors
Bethesda,
Maryland
|
+$4.52M |
| 2 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$3.89M |
| 3 |
GF
Gabelli Funds
Rye,
New York
|
+$2.97M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.86M |
| 5 |
Renaissance Technologies
New York
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$33M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.17M |
| 3 |
RA
Royce & Associates
New York
|
-$2.73M |
| 4 |
BlackRock
New York
|
-$2.51M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$1.7M |
CASS Hedge Fund Activity: Q2 2025 in Review
144 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Cass Information Systems (CASS) for Q2 2025, worth a combined $318M — down 16% from $380M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CASS positions and 11 closed out — a net gain of 6 holders — while 40 added to existing stakes and 64 trimmed.
The largest buyer was ProShare Advisors, adding an estimated $4.52M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $33M sold.
- 144 institutional investors held Cass Information Systems (CASS) as of Q2 2025, up from 142 in Q1 2025.
- Funds reported $318M of Cass Information Systems stock for Q2 2025, down 16% quarter-over-quarter.
- 17 funds opened new Cass Information Systems positions in Q2 2025 and 11 closed out, a net change of +6 holders.
- The largest Cass Information Systems buyer in Q2 2025 was ProShare Advisors, an estimated $4.52M added.
- The largest Cass Information Systems seller in Q2 2025 was Focus Partners Wealth, an estimated $33M sold.
Based on aggregated 13F filings for Q2 2025.