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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$102M -$19.2M -479,459 -13%
GF
2
Greenhouse Funds
Maryland
$88M +$3.05M +76,343 +3%
BlackRock
3
BlackRock
New York
$80.6M -$1.11M -27,815 -1%
RP
4
Reinhart Partners
Wisconsin
$68.7M +$2.7M +67,548 +3%
State Street
5
State Street
Massachusetts
$42.8M +$7.14M +178,634 +15%
Capital International Investors
6
Capital International Investors
California
$38.7M -$42.3M -1,059,535 -46%
VCM
7
Vanguard Capital Management
Pennsylvania
$38.3M +$49.8M +1,247,449 New
Capital World Investors
8
Capital World Investors
California
$36M +$46.8M +1,172,357 New
WC
9
Wynnefield Capital
New York
$35.3M +$5.59M +140,000 +14%
GKIM
10
GW&K Investment Management
Massachusetts
$32.1M +$8.88M +222,249 +27%
Brown Advisory
11
Brown Advisory
Maryland
$26.3M +$11.2M +281,360 +49%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$23.5M +$2.41M +60,382 +9%
Morgan Stanley
13
Morgan Stanley
New York
$23.1M -$2.83M -70,832 -9%
Select Equity Group
14
Select Equity Group
New York
$23M +$1.18M +29,474 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$21.1M +$662K +16,560 +2%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$18.9M -$2.05M -51,348 -8%
Capital Research Global Investors
17
Capital Research Global Investors
California
$18M -$10.2M -255,193 -30%
Bank of America
18
Bank of America
North Carolina
$17.3M +$661K +16,538 +3%
Raymond James Financial
19
Raymond James Financial
Florida
$15.1M +$7.35M +184,036 +57%
FAM
20
Fred Alger Management
New York
$11.7M -$9.62M -240,777 -39%
UBS Group
21
UBS Group
Switzerland
$10.8M +$5.04M +126,283 +56%
Northern Trust
22
Northern Trust
Illinois
$9.18M -$1.03M -25,759 -8%
Invesco
23
Invesco
Georgia
$8.89M +$1.79M +44,756 +18%
CIC
24
Crawford Investment Counsel
Georgia
$8.68M +$1.74M +43,448 +18%
CRC
25
Catawba River Capital
South Carolina
$8.37M -$7.95M -199,018 -43%