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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
Creative Planning
176
Creative Planning
Kansas
$881K -$257K -7,767 -21%
ACM
177
Aster Capital Management
United Arab Emirates
$877K +$862K +26,008 +5,754%
NAM
178
NorthCrest Asset Manangement
Minnesota
$846K +$923K +27,851 New
MSF
179
Mustard Seed Financial
Arkansas
$832K -$35.6K -1,075 -4%
I
180
InceptionR
California
$816K +$890K +26,867 New
X
181
Xponance
Pennsylvania
$802K +$19.4K +587 +2%
HFS
182
Howard Financial Services
Texas
$767K +$5.96K +180 +0.7%
SDIC
183
South Dakota Investment Council
South Dakota
$759K
Corient Private Wealth
184
Corient Private Wealth
Florida
$755K +$10.6K +321 +1%
FRM
185
Fox Run Management
Connecticut
$726K +$792K +23,914 New
MAM
186
Martingale Asset Management
Massachusetts
$708K +$773K +23,319 New
NICM
187
Neo Ivy Capital Management
New York
$706K +$438K +13,226 +132%
MWM
188
Mascagni Wealth Management
Mississippi
$700K
BPA
189
Beacon Pointe Advisors
California
$694K
LIM
190
Lathrop Investment Management
Arkansas
$692K
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$675K
SOADOR
192
State of Alaska Department of Revenue
Alaska
$652K +$21.2K +640 +3%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$640K +$4.08K +123 +0.6%
PI
194
PineBridge Investments
New York
$637K -$1.61M -48,558 -70%
FPAS
195
Focus Partners Advisor Solutions
Missouri
$627K +$20.6K +622 +3%
LW
196
Linscomb Wealth
Texas
$627K
VPIM
197
Vanguard Personalized Indexing Management
California
$622K +$62K +1,870 +10%
Stifel Financial
198
Stifel Financial
Missouri
$604K -$40.1K -1,209 -6%
BC
199
Bayforest Capital
United Kingdom
$599K +$653K +19,719 New
CWMA
200
Capstone Wealth Management (Alabama)
Alabama
$589K

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.