CADE icon

Cadence Bank

391 hedge funds and large institutions have $6.12B invested in Cadence Bank in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 128 increasing their positions, 110 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

16% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 110

9% more funds holding

Funds holding: 360391 (+31)

0.42% more ownership

Funds ownership: 89.06%89.48% (+0.42%)

Holders
391
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.61M
Puts
$18K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
351
Point72 Hong Kong
Hong Kong
$10.2K
AssetMark Inc
352
AssetMark Inc
California
$9.5K
NA
353
NewEdge Advisors
Louisiana
$9.38K
HNB
354
Huntington National Bank
Ohio
$9.23K
SL
355
Salomon & Ludwin
Virginia
$8.05K
HWM
356
Hemington Wealth Management
Virginia
$8K
MHR
357
Matthew Hamilton Rosenberg
$7.62K
MFT
358
Moisand Fitzgerald Tamayo
Florida
$7.32K
QC
359
Quent Capital
New York
$7.27K
GRP
360
Global Retirement Partners
California
$7.25K
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$7.02K
PWMG
362
Private Wealth Management Group
New Jersey
$6.61K
WANY
363
Wealthspire Advisors (New York)
New York
$6.42K
AWM
364
Activest Wealth Management
Florida
$6.01K
QCG
365
Quadrant Capital Group
Ohio
$5.97K
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$5.93K
HNW
367
High Note Wealth
Minnesota
$5.74K
JWA
368
JFS Wealth Advisors
Pennsylvania
$4.88K
FHC
369
First Horizon Corporation
Tennessee
$4.24K
JFGIW
370
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.93K
AW
371
Avion Wealth
Texas
$3K
PS
372
Principal Securities
Iowa
$2.74K
MA
373
Montag & Associates
Georgia
$2K
BIA
374
Bell Investment Advisors
California
$1.92K
FFO
375
Fortitude Family Office
Arizona
$1.88K