Cass Information Systems
CASS
164 hedge funds and large institutions have $359M invested in Cass Information Systems in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 18 closing their positions.
281% more capital inflows, than outflows
Capital inflows: $86.4M | Capital outflows: $22.7M
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
5.76% more ownership
Funds ownership: 57.36% → 63.12% (+5.8%)
3% more funds holding
Funds holding: 159 → 164 (+5)
7% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$30.2M |
| 2 |
Crawford Investment Counsel
Atlanta,
Georgia
|
+$5.37M |
| 3 |
Punch & Associates Investment Management
Edina,
Minnesota
|
+$4.98M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$1.56M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$906K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
-$2.02M |
| 2 |
IFG Advisory
Atlanta,
Georgia
|
-$1.89M |
| 3 |
BlackRock
New York
|
-$1.85M |
| 4 |
Emmett Investment Management
New York
|
-$1.73M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
-$1.24M |
CASS Hedge Fund Activity: Q1 2026 in Review
164 of the 8,220 institutional investors tracked by Wall St. Rank reported a position in Cass Information Systems (CASS) for Q1 2026, worth a combined $359M — 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 55 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.
- 164 institutional investors held Cass Information Systems (CASS) as of Q1 2026, up from 159 in Q4 2025.
- Funds reported $359M 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.