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CADE

Cadence Bank

Delisted

CADE was delisted on the 30th of January, 2026.

352 hedge funds and large institutions have $4.78B invested in Cadence Bank in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 124 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $3.22M | Put options by funds: $1.77M

49% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 37

25% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 99

5% more funds holding

Funds holding: 336352 (+16)

0.87% more ownership

Funds ownership: 84.4%85.27% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11% less capital invested

Capital invested by funds: $5.36B → $4.78B (-$588M)

Holders
352
Holders Change
+16
Holders Change %
+4.76%
% of All Funds
4.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
55
Increased
124
Reduced
99
Closed
37
Calls
$3.22M
Puts
$1.77M
Net Calls
+$1.45M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Procyon Advisors
Connecticut
$237K -$50.4K -1,522 -16%
PAMG
252
Patton Albertson Miller Group
Tennessee
$233K
PPC
253
Park Place Capital
Alabama
$232K -$18K -543 -7%
AHL
254
Abel Hall LLC
Louisiana
$231K +$253K +7,625 New
GS
255
GTS Securities
New York
$229K -$186K -5,621 -43%
JIC
256
Johnson Investment Counsel
Ohio
$222K +$19.2K +578 +9%
LC
257
Lavaca Capital
Texas
$217K
AACP
258
Advantage Alpha Capital Partners
California
$210K -$356K -10,759 -61%
MLL
259
Moody Lynn & Lieberson
Massachusetts
$210K
DWAM
260
Duncan Williams Asset Management
Tennessee
$207K
BTI
261
Blue Trust Inc
Georgia
$201K +$23.2K +700 +12%
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$201K -$7.06K -213 -3%
Ohio Public Employees Retirement System (OPERS)
263
Ohio Public Employees Retirement System (OPERS)
Ohio
$201K +$630 +19 +0.3%
FFM
264
Forum Financial Management
Illinois
$200K +$10.6K +319 +5%
TPCW
265
TD Private Client Wealth
New York
$192K +$48.8K +1,472 +30%
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$190K
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$176K +$63.9K +1,928 +50%
BG
268
Bollard Group
Massachusetts
$167K +$1.32K +40 +0.7%
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$167K -$29.1K -877 -12%
SAM
270
Shell Asset Management
Netherlands
$158K -$7.46K -225 -4%
BCWM
271
Bartlett & Co Wealth Management
Ohio
$153K
S
272
SignatureFD
Georgia
$146K
CCM
273
Coldstream Capital Management
Washington
$138K +$151K +4,549 New
CI
274
CX Institutional
Indiana
$122K +$134K +4,031 New
DekaBank Deutsche Girozentrale
275
DekaBank Deutsche Girozentrale
Germany
$108K

CADE Hedge Fund Activity: Q1 2025 in Review

352 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q1 2025, worth a combined $4.78B — down 11% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CADE positions and 37 closed out — a net gain of 18 holders — while 124 added to existing stakes and 99 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $32.5M. The largest seller was Millennium Management, cutting an estimated $28.4M.

  • 352 institutional investors held Cadence Bank (CADE) as of Q1 2025, up from 336 in Q4 2024.
  • Funds reported $4.78B of Cadence Bank stock for Q1 2025, down 11% quarter-over-quarter.
  • 55 funds opened new Cadence Bank positions in Q1 2025 and 37 closed out, a net change of +18 holders.
  • The largest Cadence Bank buyer in Q1 2025 was Wellington Management Group, an estimated $32.5M added.
  • The largest Cadence Bank seller in Q1 2025 was Millennium Management, an estimated $28.4M sold.

Based on aggregated 13F filings for Q1 2025.