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Kadant
KAI

Overview Fund Activity

312 hedge funds and large institutions have $4.38B invested in Kadant in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 120 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
4.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
120
Reduced
107
Closed
39
Calls
$2.88M
Puts
$2M
Net Calls
+$884K
Net Calls Change
+$479K

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$78.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$121M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$19.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$16.1M
5
WA
5
Wasatch Advisors
Utah
$312M

Top Sellers

1
Chevy Chase Trust
1
Chevy Chase Trust
Maryland
$99.1M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$3.52M
3
UBS Group
3
UBS Group
Switzerland
$35.5M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$156M
5
Invesco
5
Invesco
Georgia
$9.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
276
Matthew Hamilton Rosenberg
$5.08K – – –
National Bank of Canada
277
National Bank of Canada
Quebec, Canada
$5.07K +$4.12K +13 +433%
DWM
278
Dogwood Wealth Management
Kansas
$4.58K +$4.58K +14 New
Mitsubishi UFJ Asset Management
279
Mitsubishi UFJ Asset Management
Japan
$4.44K – – –
AAG
280
Armstrong Advisory Group
Massachusetts
$3.81K – – –
TIM
281
Tortoise Investment Management
New York
$3.49K +$3.49K +11 New
HNW
282
High Note Wealth
Minnesota
$3.49K +$3.49K +11 New
HFS
283
Hantz Financial Services
Michigan
$3K +$2.63K +7 +700%
PS
284
Principal Securities
Iowa
$2.86K -$2.22K -7 -44%
EWA
285
EverSource Wealth Advisors
Alabama
$2.86K +$952 +3 +50%
ACM
286
Aster Capital Management
United Arab Emirates
$2.86K +$2.86K +9 New
AA
287
Ancora Advisors
Ohio
$2.54K +$2.54K +8 New
PEAK6
288
PEAK6
Illinois
$2.5K +$2.5K +8 New
JWA
289
JFS Wealth Advisors
Pennsylvania
$2.22K – – –
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$2.22K – – –
HWM
291
Hemington Wealth Management
Virginia
$2K +$889 +4 +80%
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$1.91K -$1.91K -6 -50%
CIAM
293
Caitong International Asset Management
Hong Kong
$1.91K +$953 +3 +100%
SC
294
Stephens Consulting
Michigan
$1.59K – – –
BIA
295
Bell Investment Advisors
California
$1.59K +$635 +2 +67%
KG
296
Kilter Group
New York
$1.59K +$1.59K +5 New
BWL
297
Bogart Wealth LLC
Virginia
$1.59K – – –
QL
298
Quarry LP
New York
$1.59K +$1.59K +5 New
RF
299
Rossby Financial
Florida
$1.59K +$1.59K +5 New
TPWA
300
Twin Peaks Wealth Advisors
California
$1.02K +$1.02K +3 New
10 11
12
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