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CPI Card Group

74 hedge funds and large institutions have $40M invested in CPI Card Group in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.98% less ownership

Funds ownership: 25.02%24.05% (-0.98%)

4% less capital invested

Capital invested by funds: $41.8M → $40M (-$1.85M)

3% less funds holding

Funds holding: 7674 (-2)

Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
27
Reduced
20
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$285K +$39.6K +2,929 +18%
MIG
27
Mariner Investment Group
New York
$262K +$244K +18,050 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$214K +$18.2K +1,346 +10%
QC
29
Quadrature Capital
United Kingdom
$208K +$194K +14,355 New
Citadel Advisors
30
Citadel Advisors
Florida
$203K +$189K +13,973 New
BCM
31
Bridgeway Capital Management
Texas
$202K
PCM
32
Potomac Capital Management
New York
$176K -$147K -10,856 -47%
Lazard Asset Management
33
Lazard Asset Management
New York
$157K +$147K +10,838 New
Morgan Stanley
34
Morgan Stanley
New York
$157K -$89.2K -6,593 -38%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$117K +$10.9K +807 +11%
Deutsche Bank
36
Deutsche Bank
Germany
$80.8K
IA
37
IFP Advisors
Florida
$60.4K -$17.6K -1,299 -24%
Mirae Asset Global ETFs Holdings
38
Mirae Asset Global ETFs Holdings
Hong Kong
$53K +$11.4K +844 +30%
JP Morgan Chase
39
JP Morgan Chase
New York
$51.5K +$15.1K +1,113 +45%
VGA
40
Vanguard Global Advisers
Pennsylvania
$50.7K +$47.2K +3,492 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$48.4K
Wells Fargo
42
Wells Fargo
California
$41.8K -$52.6K -3,890 -57%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$40.8K +$28.5K +2,109 +301%
AA
44
Ancora Advisors
Ohio
$28.8K -$546K -40,402 -95%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$24K +$5.36K +396 +31%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$21.6K -$12.5K -922 -38%
Barclays
47
Barclays
United Kingdom
$20.2K -$106K -7,816 -85%
PFSRSONJ
48
Police & Firemen's Retirement System of New Jersey
New Jersey
$14.6K
Citigroup
49
Citigroup
New York
$11.8K +$4.42K +327 +67%
TRCT
50
Tower Research Capital (TRC)
New York
$11.6K +$1.38K +102 +15%

PMTS Hedge Fund Activity: Q1 2026 in Review

74 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in CPI Card Group (PMTS) for Q1 2026, worth a combined $40M — down 4.4% from $41.8M a quarter earlier.

Fund positioning in PMTS was balanced in Q1 2026: 17 funds opened new positions, 17 closed out, 27 added to existing stakes and 20 trimmed.

The largest buyer was LSV Asset Management, opening a new position worth an estimated $1.25M. The largest seller was UBS Group, cutting an estimated $1.15M.

  • 74 institutional investors held CPI Card Group (PMTS) as of Q1 2026, down from 76 in Q4 2025.
  • Funds reported $40M of CPI Card Group stock for Q1 2026, down 4.4% quarter-over-quarter.
  • 17 funds opened new CPI Card Group positions in Q1 2026 and 17 closed out, a net change of 0 holders.
  • The largest CPI Card Group buyer in Q1 2026 was LSV Asset Management, an estimated $1.25M added.
  • The largest CPI Card Group seller in Q1 2026 was UBS Group, an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2026.