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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
JFGIW
376
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.93K +$3.75K +104 New
IA
377
IFP Advisors
Florida
$3.75K +$3.6K +100 New
AW
378
Avion Wealth
Texas
$3K -$72 -2 -2%
PS
379
Principal Securities
Iowa
$2.74K +$144 +4 +6%
MA
380
Montag & Associates
Georgia
$2K +$1.91K +53 New
BIA
381
Bell Investment Advisors
California
$1.92K
FFO
382
Fortitude Family Office
Arizona
$1.88K
CT
383
Clearstead Trust
Maine
$1.84K +$1.77K +49 New
RWM
384
Rialto Wealth Management
New York
$1.28K +$216 +6 +21%
PWA
385
Principia Wealth Advisory
Texas
$1.28K +$252 +7 +26%
CCM
386
Cloud Capital Management
Washington
$1K +$1.41K +39 New
SIC
387
SJS Investment Consulting
Ohio
$939
WA
388
WPG Advisers
Maryland
$901 -$2.31K -64 -73%
BFS
389
Bare Financial Services
Pennsylvania
$788
PTC
390
Private Trust Company
Ohio
$638
BGAI
391
Bruce G. Allen Investments
Colorado
$563
BIM
392
Breakwater Investment Management
Washington
$526 +$505 +14 New
HIA
393
HFM Investment Advisors
New Jersey
$450
BHWM
394
Bay Harbor Wealth Management
Maryland
$378 +$144 +4 +67%
AGWCA
395
Annis Gardner Whiting Capital Advisors
Florida
$113 +$108 +3 New
TWD
396
True Wealth Design
Ohio
$76
AF
397
Advisornet Financial
Minnesota
$75
SS
398
SBI Securities
Japan
$75 +$72 +2 New
BCMIO
399
Beacon Capital Management Inc (Ohio)
Ohio
$35
Norges Bank
400
Norges Bank
Norway
-$71.2M -2,227,472 Closed

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.