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Cadre Holdings

161 hedge funds and large institutions have $1.3B invested in Cadre Holdings in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $898K | Put options by funds: $380K

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more capital invested

Capital invested by funds: $1.07B → $1.3B (+$229M)

11% more funds holding

Funds holding: 145161 (+16)

6.13% more ownership

Funds ownership: 71.91%78.04% (+6.1%)

8% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 60

Holders
161
Holders Change
+16
Holders Change %
+11.03%
% of All Funds
1.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
31
Increased
55
Reduced
60
Closed
15
Calls
$898K
Puts
$380K
Net Calls
+$518K
Net Calls Change
+$138K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$9.65M -$83.7K -2,014 -0.8%
UBS Group
27
UBS Group
Switzerland
$9.28M -$8.13M -195,438 -46%
Wells Fargo
28
Wells Fargo
California
$8.18M +$2.87M +69,025 +53%
JP Morgan Chase
29
JP Morgan Chase
New York
$7.56M -$2.7M -64,894 -26%
AC
30
Agman Capital
Nebraska
$7.36M +$7.5M +180,305 New
PTC
31
Philadelphia Trust Company
Pennsylvania
$6.73M +$156K +3,754 +2%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$6.63M -$558K -13,415 -8%
PM
33
Pembroke Management
Quebec, Canada
$6.53M -$173K -4,161 -3%
Renaissance Technologies
34
Renaissance Technologies
New York
$6.44M -$1.33M -31,900 -17%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$6.09M +$4.26M +102,436 +219%
Millennium Management
36
Millennium Management
New York
$5.99M +$5.11M +123,008 +520%
EARNEST Partners
37
EARNEST Partners
Georgia
$5.95M +$6.05M +145,586 New
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$5.75M +$5.36M +128,926 +1,084%
Goldman Sachs
39
Goldman Sachs
New York
$5.02M -$7.59M -182,453 -60%
First Trust Advisors
40
First Trust Advisors
Illinois
$4.75M +$644K +15,483 +15%
GCM
41
Ghisallo Capital Management
Massachusetts
$4.21M +$4.29M +103,159 New
Russell Investments Group
42
Russell Investments Group
United Kingdom
$3.93M -$689K -16,568 -15%
DRZID
43
DePrince Race & Zollo Inc (DRZ)
Florida
$3.63M -$391K -9,397 -10%
ORI
44
Oak Ridge Investments
Illinois
$3.57M -$74.5K -1,791 -2%
OWIM
45
Old West Investment Management
California
$3.01M -$81.4K -1,958 -3%
Citadel Advisors
46
Citadel Advisors
Florida
$2.99M +$3.05M +73,256 New
VOYA Investment Management
47
VOYA Investment Management
Georgia
$2.84M -$1.68M -40,411 -37%
HWAM
48
Hennion & Walsh Asset Management
New Jersey
$2.8M +$390K +9,383 +16%
Legal & General Group
49
Legal & General Group
United Kingdom
$2.53M -$72.6K -1,745 -3%
Swiss National Bank
50
Swiss National Bank
Switzerland
$2.46M +$208K +5,000 +9%