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Cadence Bank
CADE

Overview Fund Activity

351 hedge funds and large institutions have $4.71B invested in Cadence Bank in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 122 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+16
Holders Change %
+4.78%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
57
Increased
122
Reduced
98
Closed
38
Calls
$3.22M
Puts
$1.77M
Net Calls
+$1.45M
Net Calls Change
+$2.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$409M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$25.9M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$22.8M
4
Bessemer Group
4
Bessemer Group
New Jersey
$18.7M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$13.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$5.98M
2
State Street
2
State Street
Massachusetts
$276M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$5.15M
4
Macquarie Group
4
Macquarie Group
Australia
$62M
5
UBS Group
5
UBS Group
Switzerland
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
301
Covestor
United Kingdom
$19K +$8.09K +258 +74%
FFA
302
Farther Finance Advisors
California
$16.8K +$213 +7 +1%
BIG
303
Brooklyn Investment Group
New York
$15.8K -$7.07K -233 -31%
BTD
304
BankPlus Trust Department
Mississippi
$15.2K – – –
Mitsubishi UFJ Asset Management
305
Mitsubishi UFJ Asset Management
Japan
$15.2K +$15.2K +500 New
JSAM
306
J. Safra Asset Management
New York
$14.7K +$820 +27 +6%
PA
307
Parallel Advisors
California
$14.2K -$515 -17 -4%
Simplex Trading
308
Simplex Trading
Illinois
$14K +$14K +490 New
MSWA
309
Marshall & Sterling Wealth Advisors
New York
$10.1K – – –
SW
310
SVB Wealth
Massachusetts
$9.78K +$9.78K +322 New
MHR
311
Matthew Hamilton Rosenberg
$9.5K – – –
HFS
312
Hantz Financial Services
Michigan
$9K +$2.92K +91 +48%
HNB
313
Huntington National Bank
Ohio
$7.98K – – –
RIL
314
Rothschild Investment LLC
Illinois
$7.89K +$911 +30 +13%
AF
315
Atala Financial
California
$7.8K – – –
AWM
316
Accredited Wealth Management
Kentucky
$7.66K +$7.66K +250 New
AF
317
Allworth Financial
California
$6.54K +$3.93K +135 +150%
MFT
318
Moisand Fitzgerald Tamayo
Florida
$5.92K – – –
PWMG
319
Private Wealth Management Group
New Jersey
$5.34K – – –
HWM
320
Hemington Wealth Management
Virginia
$5K +$480 +17 +11%
QCG
321
Quadrant Capital Group
Ohio
$4.83K – – –
HNW
322
High Note Wealth
Minnesota
$4.71K – – –
FHA
323
First Horizon Advisors
Tennessee
$4.06K – – –
JWA
324
JFS Wealth Advisors
Pennsylvania
$3.95K – – –
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$3.83K +$1.76K +58 +85%
11 12
13
14 15