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Cadence Bank
CADE

Overview Fund Activity

358 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, 124 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+7
Holders Change %
+1.99%
% of All Funds
4.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
59
Increased
124
Reduced
120
Closed
46
Calls
$527K
Puts
$236K
Net Calls
+$291K
Net Calls Change
-$1.16M

Top Buyers

1
CCM
1
Channing Capital Management
Illinois
$75.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$451M
3
Goldman Sachs
3
Goldman Sachs
New York
$109M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$19.5M
5
JAM
5
Jupiter Asset Management
United Kingdom
$16.7M

Top Sellers

1
SAM
1
Silvercrest Asset Management
New York
$141M
2
State Street
2
State Street
Massachusetts
$275M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$791K
4
CF
4
Corebridge Financial
Texas
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$5.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
326
Matthew Hamilton Rosenberg
$6.49K -$3.52K -110 -35%
MFT
327
Moisand Fitzgerald Tamayo
Florida
$6.24K – – –
GRP
328
Global Retirement Partners
California
$6.13K +$6.13K +192 New
HWM
329
Hemington Wealth Management
Virginia
$6K +$870 +30 +17%
PWMG
330
Private Wealth Management Group
New Jersey
$5.63K – – –
AWM
331
Activest Wealth Management
Florida
$5.12K +$3.61K +113 +240%
HNW
332
High Note Wealth
Minnesota
$4.89K -$64 -2 -1%
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$4.57K +$544 +17 +13%
JWA
334
JFS Wealth Advisors
Pennsylvania
$4.16K – – –
AssetMark Inc
335
AssetMark Inc
California
$4.06K +$2.59K +81 +176%
RAM
336
Riggs Asset Management
Pennsylvania
$3.81K +$3.81K +119 New
FHA
337
First Horizon Advisors
Tennessee
$3.61K -$640 -20 -15%
AW
338
Avion Wealth
Texas
$3K +$3K +104 New
WA
339
WPG Advisers
Maryland
$2.81K +$2.81K +88 New
NA
340
NewEdge Advisors
Louisiana
$2.3K – – –
PS
341
Principal Securities
Iowa
$2.21K +$576 +18 +35%
KIM
342
Kestra Investment Management
Texas
$1.95K +$1.95K +61 New
BIA
343
Bell Investment Advisors
California
$1.63K – – –
FFO
344
Fortitude Family Office
Arizona
$1.6K +$1.6K +50 New
RWM
345
Rialto Wealth Management
New York
$896 +$896 +28 New
PWA
346
Principia Wealth Advisory
Texas
$863 +$479 +15 +125%
SIC
347
SJS Investment Consulting
Ohio
$800 -$544 -17 -40%
BFS
348
Bare Financial Services
Pennsylvania
$672 – – –
PTC
349
Private Trust Company
Ohio
$544 – – –
BGAI
350
Bruce G. Allen Investments
Colorado
$480 – – –
12 13
14
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