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CADE

Cadence Bank

Delisted

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

416 hedge funds and large institutions have $6.94B invested in Cadence Bank in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 105 increasing their positions, 145 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 55

13% more capital invested

Capital invested by funds: $6.13B → $6.94B (+$815M)

4% more funds holding

Funds holding: 399416 (+17)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.65% less ownership

Funds ownership: 89.51%88.86% (-0.65%)

28% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 145

59% less call options, than puts

Call options by funds: $1.29M | Put options by funds: $3.12M

Holders
416
Holders Change
+17
Holders Change %
+4.26%
% of All Funds
5.06%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
83
Increased
105
Reduced
145
Closed
55
Calls
$1.29M
Puts
$3.12M
Net Calls
-$1.83M
Net Calls Change
-$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
376
Essential Partners
California
$9K +$357 +9 +4%
MHR
377
Matthew Hamilton Rosenberg
$8.7K
MFT
378
Moisand Fitzgerald Tamayo
Florida
$8.35K
SAG
379
SageView Advisory Group
California
$8.14K +$7.53K +190 New
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$8.01K
PWMG
381
Private Wealth Management Group
New Jersey
$7.54K
FMII
382
Farmers & Merchants Investments Inc
Nebraska
$6.77K
HNW
383
High Note Wealth
Minnesota
$6.55K
EW
384
Elyxium Wealth
California
$6.13K +$5.67K +143 New
BTD
385
BankPlus Trust Department
Mississippi
$6.08K -$14.2K -358 -72%
JWA
386
JFS Wealth Advisors
Pennsylvania
$5.57K
FHC
387
First Horizon Corporation
Tennessee
$4.84K
JFGIW
388
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.48K
QCG
389
Quadrant Capital Group
Ohio
$4.41K -$2.22K -56 -35%
AWM
390
Activest Wealth Management
Florida
$4.37K -$2.3K -58 -36%
AW
391
Avion Wealth
Texas
$4K
IA
392
IFP Advisors
Florida
$3.73K -$515 -13 -13%
BIA
393
Bell Investment Advisors
California
$2.19K
FFO
394
Fortitude Family Office
Arizona
$2.14K
CT
395
Clearstead Trust
Maine
$2.1K
MAM
396
Marquette Asset Management
Minnesota
$1.89K +$1.74K +44 New
RWM
397
Rialto Wealth Management
New York
$1.59K +$119 +3 +9%
PWA
398
Principia Wealth Advisory
Texas
$1.24K -$198 -5 -15%
NSIM
399
North Star Investment Management
Illinois
$1.11K +$1.03K +26 New
SIC
400
SJS Investment Consulting
Ohio
$1.07K

CADE Hedge Fund Activity: Q4 2025 in Review

416 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q4 2025, worth a combined $6.94B — up 13% from $6.13B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new CADE positions and 55 closed out — a net gain of 28 holders — while 105 added to existing stakes and 145 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $247M. The largest seller was Wellington Management Group, cutting an estimated $289M.

  • 416 institutional investors held Cadence Bank (CADE) as of Q4 2025, up from 399 in Q3 2025.
  • Funds reported $6.94B of Cadence Bank stock for Q4 2025, up 13% quarter-over-quarter.
  • 83 funds opened new Cadence Bank positions in Q4 2025 and 55 closed out, a net change of +28 holders.
  • The largest Cadence Bank buyer in Q4 2025 was Pentwater Capital Management, an estimated $247M added.
  • The largest Cadence Bank seller in Q4 2025 was Wellington Management Group, an estimated $289M sold.

Based on aggregated 13F filings for Q4 2025.