Cadence Design Systems
CDNS
1,331 hedge funds and large institutions have $71.7B invested in Cadence Design Systems in 2025 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 503 increasing their positions, 470 reducing their positions, and 90 closing their positions.
130% more first-time investments, than exits
New positions opened: 207 | Existing positions closed: 90
19% more capital invested
Capital invested by funds: $60.4B → $71.7B (+$11.3B)
12% more funds holding in top 10
Funds holding in top 10: 17 → 19 (+2)
8% more funds holding
Funds holding: 1,232 → 1,331 (+99)
7% more repeat investments, than reductions
Existing positions increased: 503 | Existing positions reduced: 470
1% more call options, than puts
Call options by funds: $737M | Put options by funds: $727M
1.28% less ownership
Funds ownership: 86.6% → 85.32% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$188M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$184M |
| 3 |
Goldman Sachs
New York
|
+$179M |
| 4 |
SM
SCGE Management
Menlo Park,
California
|
+$177M |
| 5 |
JP Morgan Chase
New York
|
+$176M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$414M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$413M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$364M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$310M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$249M |
CDNS Hedge Fund Activity: Q2 2025 in Review
1,331 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Cadence Design Systems (CDNS) for Q2 2025, worth a combined $71.7B — up 19% from $60.4B a quarter earlier.
Buyers outnumbered sellers: 207 funds opened new CDNS positions and 90 closed out — a net gain of 117 holders — while 503 added to existing stakes and 470 trimmed.
The largest buyer was Assenagon Asset Management, adding an estimated $188M. The largest seller was BlackRock, cutting an estimated $414M.
- 1,331 institutional investors held Cadence Design Systems (CDNS) as of Q2 2025, up from 1,232 in Q1 2025.
- Funds reported $71.7B of Cadence Design Systems stock for Q2 2025, up 19% quarter-over-quarter.
- 207 funds opened new Cadence Design Systems positions in Q2 2025 and 90 closed out, a net change of +117 holders.
- The largest Cadence Design Systems buyer in Q2 2025 was Assenagon Asset Management, an estimated $188M added.
- The largest Cadence Design Systems seller in Q2 2025 was BlackRock, an estimated $414M sold.
Based on aggregated 13F filings for Q2 2025.