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Cadre Holdings

169 hedge funds and large institutions have $975M invested in Cadre Holdings in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 42 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 42

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

5% more funds holding

Funds holding: 161169 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.65% less ownership

Funds ownership: 78.04%74.39% (-3.6%)

25% less capital invested

Capital invested by funds: $1.3B → $975M (-$322M)

66% less call options, than puts

Call options by funds: $236K | Put options by funds: $703K

Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
40
Increased
74
Reduced
42
Closed
28
Calls
$236K
Puts
$703K
Net Calls
-$467K
Net Calls Change
-$985K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$7.22M -$36.6K -916 -0.4%
JP Morgan Chase
27
JP Morgan Chase
New York
$7.07M +$2.21M +55,415 +30%
WCM Investment Management
28
WCM Investment Management
California
$6.97M -$5.37M -134,361 -36%
First Trust Advisors
29
First Trust Advisors
Illinois
$6.87M +$4.3M +107,647 +93%
AC
30
Agman Capital
Nebraska
$6.56M +$1.34M +33,423 +19%
VPM
31
Vanguard Portfolio Management
Pennsylvania
$6.27M +$8.17M +204,458 New
VFT
32
Vanguard Fiduciary Trust
Pennsylvania
$6.1M +$7.94M +198,807 New
Wells Fargo
33
Wells Fargo
California
$5.62M -$685K -17,139 -9%
Renaissance Technologies
34
Renaissance Technologies
New York
$5.13M +$376K +9,400 +6%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$5.1M +$2.8M +70,045 +73%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$5.07M +$118K +2,956 +2%
DRZID
37
DePrince Race & Zollo Inc (DRZ)
Florida
$4.9M +$2.84M +70,974 +80%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$4.66M +$106K +2,658 +2%
PTC
39
Philadelphia Trust Company
Pennsylvania
$4.6M -$598K -14,976 -9%
Millennium Management
40
Millennium Management
New York
$4.58M +$103K +2,574 +2%
EARNEST Partners
41
EARNEST Partners
Georgia
$3.95M -$668K -16,714 -11%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$3.49M +$4.72M +118,048 New
SEI Investments
43
SEI Investments
Pennsylvania
$3.31M +$2.78M +69,562 +182%
Goldman Sachs
44
Goldman Sachs
New York
$3.22M -$715K -17,900 -15%
CIM
45
Corbyn Investment Management
Maryland
$3.04M +$2M +50,143 +102%
ORI
46
Oak Ridge Investments
Illinois
$2.7M +$26.6K +665 +0.8%
NRCM
47
Northern Right Capital Management
Connecticut
$2.7M +$3.52M +88,075 New
HWAM
48
Hennion & Walsh Asset Management
New Jersey
$2.67M +$734K +18,380 +27%
Legal & General Group
49
Legal & General Group
United Kingdom
$2.32M +$546K +13,667 +22%
OWIM
50
Old West Investment Management
California
$2.26M