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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
HCA
301
Harbor Capital Advisors
Illinois
$19K +$5.37K +162 +34%
C
302
Covestor
United Kingdom
$19K +$8.55K +258 +74%
FFA
303
Farther Finance Advisors
California
$16.8K +$232 +7 +1%
BIG
304
Brooklyn Investment Group
New York
$15.8K -$7.72K -233 -31%
BTD
305
BankPlus Trust Department
Mississippi
$15.2K
Mitsubishi UFJ Asset Management
306
Mitsubishi UFJ Asset Management
Japan
$15.2K +$16.6K +500 New
JSAM
307
J. Safra Asset Management
New York
$14.7K +$895 +27 +6%
PA
308
Parallel Advisors
California
$14.2K -$563 -17 -4%
Simplex Trading
309
Simplex Trading
Illinois
$14K +$16.2K +490 New
MSWA
310
Marshall & Sterling Wealth Advisors
New York
$10.1K
SW
311
SVB Wealth
Massachusetts
$9.78K +$10.7K +322 New
MHR
312
Matthew Hamilton Rosenberg
$9.5K
HFS
313
Hantz Financial Services
Michigan
$9K +$3.02K +91 +48%
HNB
314
Huntington National Bank
Ohio
$7.98K
RIL
315
Rothschild Investment LLC
Illinois
$7.89K +$994 +30 +13%
AF
316
Atala Financial
California
$7.8K
AWM
317
Accredited Wealth Management
Kentucky
$7.66K +$8.28K +250 New
AF
318
Allworth Financial
California
$6.54K +$4.47K +135 +150%
MFT
319
Moisand Fitzgerald Tamayo
Florida
$5.92K
PWMG
320
Private Wealth Management Group
New Jersey
$5.34K
HWM
321
Hemington Wealth Management
Virginia
$5K +$563 +17 +11%
QCG
322
Quadrant Capital Group
Ohio
$4.83K
HNW
323
High Note Wealth
Minnesota
$4.71K
FHA
324
First Horizon Advisors
Tennessee
$4.06K
JWA
325
JFS Wealth Advisors
Pennsylvania
$3.95K

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.