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CADE

Cadence Bank

Delisted

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

399 hedge funds and large institutions have $6.13B invested in Cadence Bank in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 130 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,967% more call options, than puts

Call options by funds: $3.61M | Put options by funds: $18K

124% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 34

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

18% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 110

18% more capital invested

Capital invested by funds: $5.19B → $6.13B (+$936M)

11% more funds holding

Funds holding: 360399 (+39)

0.53% more ownership

Funds ownership: 88.98%89.51% (+0.53%)

Holders
399
Holders Change
+39
Holders Change %
+10.83%
% of All Funds
5.24%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
76
Increased
130
Reduced
110
Closed
34
Calls
$3.61M
Puts
$18K
Net Calls
+$3.59M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Accredited Wealth Management
Kentucky
$13.3K +$237K +6,571 +1,877%
MAM
352
Meeder Asset Management
Ohio
$13.3K +$12.8K +355 New
AF
353
Allworth Financial
California
$11.7K +$3.14K +87 +39%
RCM
354
Richardson Capital Management
Wisconsin
$11.1K +$10.6K +295 New
JWM
355
JPL Wealth Management
Colorado
$10.5K +$10.1K +280 New
PHK
356
Point72 Hong Kong
Hong Kong
$10.2K +$9.77K +271 New
AssetMark Inc
357
AssetMark Inc
California
$9.5K +$4.54K +126 +99%
NA
358
NewEdge Advisors
Louisiana
$9.38K +$6.42K +178 +247%
HNB
359
Huntington National Bank
Ohio
$9.23K
SL
360
Salomon & Ludwin
Virginia
$8.05K +$7.68K +213 New
HWM
361
Hemington Wealth Management
Virginia
$8K +$649 +18 +9%
MHR
362
Matthew Hamilton Rosenberg
$7.62K
EP
363
Essential Partners
California
$7.55K +$216 +6 +3%
MFT
364
Moisand Fitzgerald Tamayo
Florida
$7.32K
QC
365
Quent Capital
New York
$7.27K +$6.99K +194 New
GRP
366
Global Retirement Partners
California
$7.25K +$36 +1 +0.5%
MPWT
367
MassMutual Private Wealth & Trust
Connecticut
$7.02K -$829 -23 -11%
PWMG
368
Private Wealth Management Group
New Jersey
$6.61K
WANY
369
Wealthspire Advisors (New York)
New York
$6.42K +$6.16K +171 New
AWM
370
Activest Wealth Management
Florida
$6.01K
QCG
371
Quadrant Capital Group
Ohio
$5.97K +$5.73K +159 New
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$5.93K +$541 +15 +10%
HNW
373
High Note Wealth
Minnesota
$5.74K
JWA
374
JFS Wealth Advisors
Pennsylvania
$4.88K
FHC
375
First Horizon Corporation
Tennessee
$4.24K +$4.07K +113 New

CADE Hedge Fund Activity: Q3 2025 in Review

399 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q3 2025, worth a combined $6.13B — up 18% from $5.19B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new CADE positions and 34 closed out — a net gain of 42 holders — while 130 added to existing stakes and 110 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $254M. The largest seller was Fidelity Investments, cutting an estimated $304M.

  • 399 institutional investors held Cadence Bank (CADE) as of Q3 2025, up from 360 in Q2 2025.
  • Funds reported $6.13B of Cadence Bank stock for Q3 2025, up 18% quarter-over-quarter.
  • 76 funds opened new Cadence Bank positions in Q3 2025 and 34 closed out, a net change of +42 holders.
  • The largest Cadence Bank buyer in Q3 2025 was North Reef Capital Management, an estimated $254M added.
  • The largest Cadence Bank seller in Q3 2025 was Fidelity Investments, an estimated $304M sold.

Based on aggregated 13F filings for Q3 2025.