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CADE

Cadence Bank

Delisted

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

416 hedge funds and large institutions have $6.94B invested in Cadence Bank in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 105 increasing their positions, 145 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 55

13% more capital invested

Capital invested by funds: $6.13B → $6.94B (+$815M)

4% more funds holding

Funds holding: 399416 (+17)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.65% less ownership

Funds ownership: 89.51%88.86% (-0.65%)

28% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 145

59% less call options, than puts

Call options by funds: $1.29M | Put options by funds: $3.12M

Holders
416
Holders Change
+17
Holders Change %
+4.26%
% of All Funds
5.06%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
83
Increased
105
Reduced
145
Closed
55
Calls
$1.29M
Puts
$3.12M
Net Calls
-$1.83M
Net Calls Change
-$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
276
Kestra Advisory Services
Texas
$315K -$15.3K -386 -5%
LC
277
Lavaca Capital
Texas
$306K
D.E. Shaw & Co
278
D.E. Shaw & Co
New York
$306K +$283K +7,147 New
FFM
279
Forum Financial Management
Illinois
$303K
MSCM
280
McElhenny Sheffield Capital Management
Texas
$300K
SFA
281
Sequoia Financial Advisors
Ohio
$299K +$276K +6,977 New
PAMG
282
Patton Albertson Miller Group
Tennessee
$299K -$27.9K -705 -9%
MLL
283
Moody Lynn & Lieberson
Massachusetts
$297K
JSW
284
Journey Strategic Wealth
New Jersey
$292K +$9.82K +248 +4%
FCCM
285
First City Capital Management
Georgia
$290K +$49.2K +1,242 +23%
JIC
286
Johnson Investment Counsel
Ohio
$287K -$24.9K -629 -9%
DIP
287
Davis Investment Partners
North Carolina
$286K
SCM
288
Shelton Capital Management
Colorado
$281K
CA
289
Callahan Advisors
Texas
$280K
PCMC
290
Paragon Capital Management (Colorado)
Colorado
$278K +$1.86K +47 +0.7%
Fayez Sarofim & Co
291
Fayez Sarofim & Co
Texas
$276K
PPC
292
Park Place Capital
Alabama
$275K
FTWA
293
Fifth Third Wealth Advisors
Ohio
$274K +$594 +15 +0.2%
Ohio Public Employees Retirement System (OPERS)
294
Ohio Public Employees Retirement System (OPERS)
Ohio
$269K -$3.49K -88 -1%
Luther King Capital Management (LKCM)
295
Luther King Capital Management (LKCM)
Texas
$267K -$4.75M -119,915 -95%
SAA
296
Southeast Asset Advisors
Georgia
$266K
SFS
297
Sowell Financial Services
Arkansas
$263K -$1.78K -45 -0.7%
CCM
298
Coldstream Capital Management
Washington
$261K +$11.2K +283 +5%
BTI
299
Blue Trust Inc
Georgia
$261K +$16K +403 +7%
KPWS
300
Kestra Private Wealth Services
Texas
$259K

CADE Hedge Fund Activity: Q4 2025 in Review

416 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q4 2025, worth a combined $6.94B — up 13% from $6.13B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new CADE positions and 55 closed out — a net gain of 28 holders — while 105 added to existing stakes and 145 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $247M. The largest seller was Wellington Management Group, cutting an estimated $289M.

  • 416 institutional investors held Cadence Bank (CADE) as of Q4 2025, up from 399 in Q3 2025.
  • Funds reported $6.94B of Cadence Bank stock for Q4 2025, up 13% quarter-over-quarter.
  • 83 funds opened new Cadence Bank positions in Q4 2025 and 55 closed out, a net change of +28 holders.
  • The largest Cadence Bank buyer in Q4 2025 was Pentwater Capital Management, an estimated $247M added.
  • The largest Cadence Bank seller in Q4 2025 was Wellington Management Group, an estimated $289M sold.

Based on aggregated 13F filings for Q4 2025.