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Cadence Bank

395 hedge funds and large institutions have $6.13B invested in Cadence Bank in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 129 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: $ → $

17% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 110

9% more funds holding

Funds holding: 361395 (+34)

0.46% more ownership

Funds ownership: 89.06%89.52% (+0.46%)

Holders
395
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
AW
376
Avion Wealth
Texas
$3K
PS
377
Principal Securities
Iowa
$2.74K
MA
378
Montag & Associates
Georgia
$2K
BIA
379
Bell Investment Advisors
California
$1.92K
FFO
380
Fortitude Family Office
Arizona
$1.88K
CT
381
Clearstead Trust
Maine
$1.84K
RWM
382
Rialto Wealth Management
New York
$1.28K
CCM
383
Cloud Capital Management
Washington
$1K
SIC
384
SJS Investment Consulting
Ohio
$939
WA
385
WPG Advisers
Maryland
$901
BFS
386
Bare Financial Services
Pennsylvania
$788
PTC
387
Private Trust Company
Ohio
$638
BGAI
388
Bruce G. Allen Investments
Colorado
$563
BIM
389
Breakwater Investment Management
Washington
$526
HIA
390
HFM Investment Advisors
New Jersey
$450
BHWM
391
Bay Harbor Wealth Management
Maryland
$378
AGWCA
392
Annis Gardner Whiting Capital Advisors
Florida
$113
TWD
393
True Wealth Design
Ohio
$76
AF
394
Advisornet Financial
Minnesota
$75
SS
395
SBI Securities
Japan
$75
BCMIO
396
Beacon Capital Management Inc (Ohio)
Ohio
$35
Norges Bank
397
Norges Bank
Norway
JAM
398
Jupiter Asset Management
United Kingdom
TI
399
Trexquant Investment
Connecticut
Qube Research & Technologies (QRT)
400
Qube Research & Technologies (QRT)
United Kingdom