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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 %
Creative Planning
176
Creative Planning
Kansas
$881K -$236K -7,767 -21%
ACM
177
Aster Capital Management
United Arab Emirates
$877K +$862K +26,008 +5,754%
NAM
178
NorthCrest Asset Manangement
Minnesota
$846K +$846K +27,851 New
MSF
179
Mustard Seed Financial
Arkansas
$832K -$32.6K -1,075 -4%
I
180
InceptionR
California
$816K +$816K +26,867 New
X
181
Xponance
Pennsylvania
$802K +$17.8K +587 +2%
HFS
182
Howard Financial Services
Texas
$767K +$5.47K +180 +0.7%
SDIC
183
South Dakota Investment Council
South Dakota
$759K – – –
Corient Private Wealth
184
Corient Private Wealth
Florida
$755K +$9.75K +321 +1%
FRM
185
Fox Run Management
Connecticut
$726K +$726K +23,914 New
MAM
186
Martingale Asset Management
Massachusetts
$708K +$708K +23,319 New
NICM
187
Neo Ivy Capital Management
New York
$706K +$402K +13,226 +132%
MWM
188
Mascagni Wealth Management
Mississippi
$700K – – –
BPA
189
Beacon Pointe Advisors
California
$694K – – –
LIM
190
Lathrop Investment Management
Arkansas
$692K – – –
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$675K – – –
SOADOR
192
State of Alaska Department of Revenue
Alaska
$652K +$19.4K +640 +3%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$640K +$3.73K +123 +0.6%
PI
194
PineBridge Investments
New York
$637K -$1.47M -48,558 -70%
FPAS
195
Focus Partners Advisor Solutions
Missouri
$627K +$18.9K +622 +3%
LW
196
Linscomb Wealth
Texas
$627K – – –
VPIM
197
Vanguard Personalized Indexing Management
California
$622K +$56.8K +1,870 +10%
Stifel Financial
198
Stifel Financial
Missouri
$604K -$36.7K -1,209 -6%
BC
199
Bayforest Capital
United Kingdom
$599K +$599K +19,719 New
CWMA
200
Capstone Wealth Management (Alabama)
Alabama
$589K – – –
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8
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