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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
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$6.72K
MHR
327
Matthew Hamilton Rosenberg
$6.49K
MFT
328
Moisand Fitzgerald Tamayo
Florida
$6.24K
GRP
329
Global Retirement Partners
California
$6.13K
HWM
330
Hemington Wealth Management
Virginia
$6K
PWMG
331
Private Wealth Management Group
New Jersey
$5.63K
AWM
332
Activest Wealth Management
Florida
$5.12K
HNW
333
High Note Wealth
Minnesota
$4.89K
FMII
334
Farmers & Merchants Investments Inc
Nebraska
$4.57K
JWA
335
JFS Wealth Advisors
Pennsylvania
$4.16K
AssetMark Inc
336
AssetMark Inc
California
$4.06K
RAM
337
Riggs Asset Management
Pennsylvania
$3.81K
FHA
338
First Horizon Advisors
Tennessee
$3.61K
AW
339
Avion Wealth
Texas
$3K
WA
340
WPG Advisers
Maryland
$2.81K
NA
341
NewEdge Advisors
Louisiana
$2.3K
PS
342
Principal Securities
Iowa
$2.21K
KIM
343
Kestra Investment Management
Texas
$1.95K
BIA
344
Bell Investment Advisors
California
$1.63K
FFO
345
Fortitude Family Office
Arizona
$1.6K
RWM
346
Rialto Wealth Management
New York
$896
PWA
347
Principia Wealth Advisory
Texas
$863
SIC
348
SJS Investment Consulting
Ohio
$800
BFS
349
Bare Financial Services
Pennsylvania
$672
PTC
350
Private Trust Company
Ohio
$544