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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
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$3.83K +$1.92K +58 +85%
Amundi
327
Amundi
France
$3.75K +$1.03K +31 +30%
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$2.98K
QC
329
Quent Capital
New York
$2.78K
NA
330
NewEdge Advisors
Louisiana
$2.19K
SC
331
Stephens Consulting
Michigan
$1.82K +$1.99K +60 New
NC
332
NewSquare Capital
Pennsylvania
$1.76K +$1.92K +58 New
PS
333
Principal Securities
Iowa
$1.76K
CFD
334
Creative Financial Designs
Indiana
$1.64K +$1.79K +54 New
BIA
335
Bell Investment Advisors
California
$1.55K
AWM
336
Activest Wealth Management
Florida
$1.43K +$1.56K +47 New
HFS
337
Hughes Financial Services
Virginia
$1.4K +$1.52K +46 New
AssetMark Inc
338
AssetMark Inc
California
$1.4K
SIC
339
SJS Investment Consulting
Ohio
$1.28K
GFPC
340
Global Financial Private Client
Florida
$668 +$398 +12 +120%
BFS
341
Bare Financial Services
Pennsylvania
$638 +$696 +21 New
IA
342
IFP Advisors
Florida
$546
ACA
343
American Capital Advisory
Idaho
$517 +$563 +17 New
PTC
344
Private Trust Company
Ohio
$516 +$530 +16 +1,600%
WCM
345
WealthTrak Capital Management
Virginia
$456
BGAI
346
Bruce G. Allen Investments
Colorado
$455
AF
347
Advisornet Financial
Minnesota
$395 +$431 +13 New
PWA
348
Principia Wealth Advisory
Texas
$346 +$398 +12 New
TWD
349
True Wealth Design
Ohio
$334 +$364 +11 New
CA
350
Clearstead Advisors
Ohio
$213 +$232 +7 New

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.