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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
BHWM
351
Bay Harbor Wealth Management
Maryland
$182 +$199 +6 New
HIA
352
HFM Investment Advisors
New Jersey
$122 +$133 +4 New
PWM
353
Parkworth Wealth Management
California
$121
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
354
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$5.25M -152,400 Closed
SCA
355
Stieven Capital Advisors
Missouri
-$4.27M -124,068 Closed
AG
356
Algert Global
California
-$2.87M -83,163 Closed
JCIA
357
Jackson Creek Investment Advisors
Colorado
-$1.49M -43,161 Closed
Pacer Advisors
358
Pacer Advisors
Pennsylvania
-$912K -26,481 Closed
Nomura Holdings
359
Nomura Holdings
Japan
-$835K -24,243 Closed
ACM
360
Academy Capital Management
Texas
-$722K -20,950 Closed
HIS
361
Harvest Investment Services
Illinois
-$677K -19,661 Closed
TI
362
Tidal Investments
Wisconsin
-$518K -15,041 Closed
CL
363
Choreo LLC
Illinois
-$348K -10,092 Closed
FC
364
Farringdon Capital
United Kingdom
-$316K -9,186 Closed
APP
365
Avantax Planning Partners
Iowa
-$273K -7,913 Closed
EMFAT
366
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$254K -7,371 Closed
Schroder Investment Management Group
367
Schroder Investment Management Group
United Kingdom
-$249K -7,248 Closed
SCM
368
Shelton Capital Management
Colorado
-$237K -6,885 Closed
DIP
369
Davis Investment Partners
North Carolina
-$221K -6,606 Closed
CA
370
Callahan Advisors
Texas
-$225K -6,540 Closed
TA
371
Teton Advisors
New York
-$224K -6,500 Closed
Fayez Sarofim & Co
372
Fayez Sarofim & Co
Texas
-$222K -6,435 Closed
IWC
373
Integrated Wealth Concepts
Massachusetts
-$220K -6,398 Closed
FTWA
374
Fifth Third Wealth Advisors
Ohio
-$218K -6,334 Closed
AP
375
Americana Partners
Texas
-$217K -6,300 Closed

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.