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Cadence Bank

359 hedge funds and large institutions have $5.19B invested in Cadence Bank in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 125 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

4.92% more ownership

Funds ownership: 84.14%89.06% (+4.9%)

2% more funds holding

Funds holding: 351359 (+8)

4% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 120

Holders
359
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$527K
Puts
$236K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$246K
PA
252
Procyon Advisors
Connecticut
$246K
PAMG
253
Patton Albertson Miller Group
Tennessee
$246K
VA
254
Vident Advisory
Georgia
$239K
AHL
255
Abel Hall LLC
Louisiana
$239K
JIC
256
Johnson Investment Counsel
Ohio
$234K
QCM
257
Quantinno Capital Management
New York
$232K
BTI
258
Blue Trust Inc
Georgia
$231K
MML Investors Services
259
MML Investors Services
Massachusetts
$229K
LC
260
Lavaca Capital
Texas
$229K
FFM
261
Forum Financial Management
Illinois
$226K
MLL
262
Moody Lynn & Lieberson
Massachusetts
$222K
DIP
263
Davis Investment Partners
North Carolina
$221K
PCMC
264
Paragon Capital Management (Colorado)
Colorado
$219K
DWAM
265
Duncan Williams Asset Management
Tennessee
$218K
UCFA
266
United Capital Financial Advisors
Texas
$216K
PPC
267
Park Place Capital
Alabama
$214K
SCM
268
Shelton Capital Management
Colorado
$210K
CA
269
Callahan Advisors
Texas
$209K
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$208K
Ohio Public Employees Retirement System (OPERS)
271
Ohio Public Employees Retirement System (OPERS)
Ohio
$207K
JSW
272
Journey Strategic Wealth
New Jersey
$206K
Fayez Sarofim & Co
273
Fayez Sarofim & Co
Texas
$206K
FTWA
274
Fifth Third Wealth Advisors
Ohio
$204K
AP
275
Americana Partners
Texas
$201K