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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 %
Amundi
326
Amundi
France
$3.75K +$855 +31 +30%
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$2.98K – – –
QC
328
Quent Capital
New York
$2.78K – – –
NA
329
NewEdge Advisors
Louisiana
$2.19K – – –
SC
330
Stephens Consulting
Michigan
$1.82K +$1.82K +60 New
NC
331
NewSquare Capital
Pennsylvania
$1.76K +$1.76K +58 New
PS
332
Principal Securities
Iowa
$1.76K – – –
CFD
333
Creative Financial Designs
Indiana
$1.64K +$1.64K +54 New
BIA
334
Bell Investment Advisors
California
$1.55K – – –
AWM
335
Activest Wealth Management
Florida
$1.43K +$1.43K +47 New
HFS
336
Hughes Financial Services
Virginia
$1.4K +$1.4K +46 New
AssetMark Inc
337
AssetMark Inc
California
$1.4K – – –
SIC
338
SJS Investment Consulting
Ohio
$1.28K – – –
GFPC
339
Global Financial Private Client
Florida
$668 +$364 +12 +120%
BFS
340
Bare Financial Services
Pennsylvania
$638 +$638 +21 New
IA
341
IFP Advisors
Florida
$546 -$620 – –
ACA
342
American Capital Advisory
Idaho
$517 +$517 +17 New
PTC
343
Private Trust Company
Ohio
$516 +$486 +16 +1,600%
WCM
344
WealthTrak Capital Management
Virginia
$456 – – –
BGAI
345
Bruce G. Allen Investments
Colorado
$455 – – –
AF
346
Advisornet Financial
Minnesota
$395 +$395 +13 New
PWA
347
Principia Wealth Advisory
Texas
$346 +$346 +12 New
TWD
348
True Wealth Design
Ohio
$334 +$334 +11 New
CA
349
Clearstead Advisors
Ohio
$213 +$213 +7 New
BHWM
350
Bay Harbor Wealth Management
Maryland
$182 +$182 +6 New
12 13
14
15 16