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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
UFF
51
USA Financial Formulas
Michigan
$10.9K +$9.33K +690 +1,131%
Legal & General Group
52
Legal & General Group
United Kingdom
$7.73K -$1.46K -108 -17%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$7.08K +$4.37K +323 +196%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$5.93K +$609 +45 +12%
AIP
55
Ameritas Investment Partners
Nebraska
$5.09K
Jones Financial Companies
56
Jones Financial Companies
Missouri
$4.6K
HCA
57
Harbor Capital Advisors
Illinois
$4K +$2.19K +162 +132%
BIA
58
Bell Investment Advisors
California
$2.09K +$1.95K +144 New
SS
59
SBI Securities
Japan
$1.48K +$1.38K +102 New
Optiver Holding
60
Optiver Holding
Netherlands
$842 -$541 -40 -41%
GI
61
GAMMA Investing
California
$813 +$95 +7 +14%
CIAM
62
Caitong International Asset Management
Hong Kong
$798 +$744 +55 New
SCM
63
Sterling Capital Management
North Carolina
$726 +$162 +12 +32%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$726 +$676 +50 New
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$694
EWA
66
EverSource Wealth Advisors
Alabama
$522 +$189 +14 +64%
TWD
67
True Wealth Design
Ohio
$247 +$95 +7 +70%
RIL
68
Rothschild Investment LLC
Illinois
$203 +$135 +10 +250%
AF
69
Allworth Financial
California
$175 -$54 -4 -25%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$145
EP
71
Essential Partners
California
$131 -$162 -12 -57%
RFP
72
Root Financial Partners
California
$116 +$108 +8 New
MCM
73
MAI Capital Management
Ohio
$88 +$81 +6 New
FFA
74
Farther Finance Advisors
California
$45 -$122 -9 -75%
MCM
75
Monimus Capital Management
New Jersey
-$987K -67,257 Closed

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.