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CADE

Cadence Bank

Delisted

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

399 hedge funds and large institutions have $6.13B invested in Cadence Bank in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 130 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,967% more call options, than puts

Call options by funds: $3.61M | Put options by funds: $18K

124% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 34

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

18% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 110

18% more capital invested

Capital invested by funds: $5.19B → $6.13B (+$936M)

11% more funds holding

Funds holding: 360399 (+39)

0.53% more ownership

Funds ownership: 88.98%89.51% (+0.53%)

Holders
399
Holders Change
+39
Holders Change %
+10.83%
% of All Funds
5.24%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
76
Increased
130
Reduced
110
Closed
34
Calls
$3.61M
Puts
$18K
Net Calls
+$3.59M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
276
EverSource Wealth Advisors
Alabama
$242K +$151K +4,182 +186%
PPC
277
Park Place Capital
Alabama
$241K
Ohio Public Employees Retirement System (OPERS)
278
Ohio Public Employees Retirement System (OPERS)
Ohio
$239K -$2.96K -82 -1%
FTWA
279
Fifth Third Wealth Advisors
Ohio
$239K
AP
280
Americana Partners
Texas
$237K
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$234K
UCFA
282
United Capital Financial Advisors
Texas
$234K -$18.7K -520 -8%
SAA
283
Southeast Asset Advisors
Georgia
$233K +$224K +6,213 New
SFS
284
Sowell Financial Services
Arkansas
$232K +$223K +6,186 New
OIA
285
OneDigital Investment Advisors
Kansas
$231K +$222K +6,165 New
KPWS
286
Kestra Private Wealth Services
Texas
$227K +$218K +6,047 New
TA
287
Teton Advisors
New York
$225K +$216K +6,000 New
Commonwealth Equity Services
288
Commonwealth Equity Services
Massachusetts
$224K +$215K +5,974 New
RWM
289
Ritholtz Wealth Management
New York
$224K +$215K +5,965 New
VA
290
Vident Advisory
Georgia
$220K -$58.7K -1,628 -22%
CCM
291
Coldstream Capital Management
Washington
$219K +$210K +5,821 New
TPCW
292
TD Private Client Wealth
New York
$217K -$15.4K -427 -7%
TI
293
Tidal Investments
Wisconsin
$217K +$208K +5,772 New
ACGA
294
Atlanta Consulting Group Advisors
Georgia
$216K +$206K +5,712 New
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
$216K +$207K +5,753 New
BTI
296
Blue Trust Inc
Georgia
$214K -$55K -1,525 -21%
Focus Partners Wealth
297
Focus Partners Wealth
Massachusetts
$214K +$204K +5,670 New
BHCM
298
Brevan Howard Capital Management
Jersey
$207K -$137K -3,808 -41%
FCCM
299
First City Capital Management
Georgia
$207K +$199K +5,519 New
EFG
300
Ethos Financial Group
Pennsylvania
$202K +$194K +5,388 New

CADE Hedge Fund Activity: Q3 2025 in Review

399 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q3 2025, worth a combined $6.13B — up 18% from $5.19B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new CADE positions and 34 closed out — a net gain of 42 holders — while 130 added to existing stakes and 110 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $254M. The largest seller was Fidelity Investments, cutting an estimated $304M.

  • 399 institutional investors held Cadence Bank (CADE) as of Q3 2025, up from 360 in Q2 2025.
  • Funds reported $6.13B of Cadence Bank stock for Q3 2025, up 18% quarter-over-quarter.
  • 76 funds opened new Cadence Bank positions in Q3 2025 and 34 closed out, a net change of +42 holders.
  • The largest Cadence Bank buyer in Q3 2025 was North Reef Capital Management, an estimated $254M added.
  • The largest Cadence Bank seller in Q3 2025 was Fidelity Investments, an estimated $304M sold.

Based on aggregated 13F filings for Q3 2025.