Cadence Design Systems
CDNS
1,441 hedge funds and large institutions have $74.7B invested in Cadence Design Systems in 2025 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 566 increasing their positions, 503 reducing their positions, and 130 closing their positions.
65% more first-time investments, than exits
New positions opened: 214 | Existing positions closed: 130
13% more repeat investments, than reductions
Existing positions increased: 566 | Existing positions reduced: 503
4% more funds holding
Funds holding: 1,385 → 1,441 (+56)
2.82% more ownership
Funds ownership: 85.05% → 87.87% (+2.8%)
8% less capital invested
Capital invested by funds: $81.2B → $74.7B (-$6.54B)
20% less call options, than puts
Call options by funds: $597M | Put options by funds: $747M
41% less funds holding in top 10
Funds holding in top 10: 22 → 13 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.97B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$571M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
+$248M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$201M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$173M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$877M |
| 2 |
Jennison Associates
New York
|
-$332M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$281M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$231M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$214M |
CDNS Hedge Fund Activity: Q4 2025 in Review
1,441 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in Cadence Design Systems (CDNS) for Q4 2025, worth a combined $74.7B — down 8% from $81.2B a quarter earlier.
Buyers outnumbered sellers: 214 funds opened new CDNS positions and 130 closed out — a net gain of 84 holders — while 566 added to existing stakes and 503 trimmed.
The largest buyer was Invesco, adding an estimated $1.97B. The largest seller was BlackRock, cutting an estimated $877M.
- 1,441 institutional investors held Cadence Design Systems (CDNS) as of Q4 2025, up from 1,385 in Q3 2025.
- Funds reported $74.7B of Cadence Design Systems stock for Q4 2025, down 8% quarter-over-quarter.
- 214 funds opened new Cadence Design Systems positions in Q4 2025 and 130 closed out, a net change of +84 holders.
- The largest Cadence Design Systems buyer in Q4 2025 was Invesco, an estimated $1.97B added.
- The largest Cadence Design Systems seller in Q4 2025 was BlackRock, an estimated $877M sold.
Based on aggregated 13F filings for Q4 2025.