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CADE

Cadence Bank

Delisted

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

360 hedge funds and large institutions have $5.19B invested in Cadence Bank in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 126 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $527K | Put options by funds: $236K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 46

9% more capital invested

Capital invested by funds: $4.78B → $5.19B (+$414M)

3.71% more ownership

Funds ownership: 85.27%88.98% (+3.7%)

2% more funds holding

Funds holding: 352360 (+8)

5% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 120

Holders
360
Holders Change
+8
Holders Change %
+2.27%
% of All Funds
4.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
58
Increased
126
Reduced
120
Closed
46
Calls
$527K
Puts
$236K
Net Calls
+$291K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$6.72K +$3.36K +112 +114%
MHR
327
Matthew Hamilton Rosenberg
$6.49K -$3.3K -110 -35%
MFT
328
Moisand Fitzgerald Tamayo
Florida
$6.24K
EP
329
Essential Partners
California
$6.24K +$5.84K +195 New
GRP
330
Global Retirement Partners
California
$6.13K +$5.75K +192 New
HWM
331
Hemington Wealth Management
Virginia
$6K +$899 +30 +17%
PWMG
332
Private Wealth Management Group
New Jersey
$5.63K
AWM
333
Activest Wealth Management
Florida
$5.12K +$3.39K +113 +240%
HNW
334
High Note Wealth
Minnesota
$4.89K -$60 -2 -1%
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$4.57K +$510 +17 +13%
JWA
336
JFS Wealth Advisors
Pennsylvania
$4.16K
AssetMark Inc
337
AssetMark Inc
California
$4.06K +$2.43K +81 +176%
RAM
338
Riggs Asset Management
Pennsylvania
$3.81K +$3.57K +119 New
FHA
339
First Horizon Advisors
Tennessee
$3.61K -$599 -20 -15%
AW
340
Avion Wealth
Texas
$3K +$3.12K +104 New
WA
341
WPG Advisers
Maryland
$2.81K +$2.64K +88 New
NA
342
NewEdge Advisors
Louisiana
$2.3K
PS
343
Principal Securities
Iowa
$2.21K +$539 +18 +35%
KIM
344
Kestra Investment Management
Texas
$1.95K +$1.83K +61 New
BIA
345
Bell Investment Advisors
California
$1.63K
FFO
346
Fortitude Family Office
Arizona
$1.6K +$1.5K +50 New
RWM
347
Rialto Wealth Management
New York
$896 +$839 +28 New
PWA
348
Principia Wealth Advisory
Texas
$863 +$450 +15 +125%
SIC
349
SJS Investment Consulting
Ohio
$800 -$510 -17 -40%
BFS
350
Bare Financial Services
Pennsylvania
$672

CADE Hedge Fund Activity: Q2 2025 in Review

360 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q2 2025, worth a combined $5.19B — up 8.7% from $4.78B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CADE positions and 46 closed out — a net gain of 12 holders — while 126 added to existing stakes and 120 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $70.9M. The largest seller was Silvercrest Asset Management, cutting an estimated $27.2M.

  • 360 institutional investors held Cadence Bank (CADE) as of Q2 2025, up from 352 in Q1 2025.
  • Funds reported $5.19B of Cadence Bank stock for Q2 2025, up 8.7% quarter-over-quarter.
  • 58 funds opened new Cadence Bank positions in Q2 2025 and 46 closed out, a net change of +12 holders.
  • The largest Cadence Bank buyer in Q2 2025 was Channing Capital Management, an estimated $70.9M added.
  • The largest Cadence Bank seller in Q2 2025 was Silvercrest Asset Management, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2025.