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Pinnacle Financial Partners
PNFP

Overview Fund Activity

478 hedge funds and large institutions have $7.19B invested in Pinnacle Financial Partners in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 168 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+16
Holders Change %
+3.46%
% of All Funds
6.49%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
60
Increased
168
Reduced
153
Closed
38
Calls
$5.56M
Puts
$117K
Net Calls
+$5.44M
Net Calls Change
-$4.14M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$77.2M
2
WA
Wasatch Advisors
Utah
+$60.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$14M
4
KCM
Kennedy Capital Management
Missouri
+$10.6M
5
JCM
Junto Capital Management
New York
+$10.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$105M
2
NRCM
North Reef Capital Management
California
-$80.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$50.8M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$45.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
326
Shelton Capital Management
Colorado
$298K -$8.48K -80 -3%
BHCM
327
Brevan Howard Capital Management
Jersey
$297K +$297K +2,804 New
ICA
328
Infrastructure Capital Advisors
New York
$297K -$5.41K -51 -2%
KeyBank National Association
329
KeyBank National Association
Ohio
$293K -$5.09K -48 -2%
FT
330
Fiduciary Trust
Massachusetts
$293K +$293K +2,759 New
FFM
331
Forum Financial Management
Illinois
$282K – – –
SG Americas Securities
332
SG Americas Securities
New York
$274K +$274K +2,587 New
SC
333
Savant Capital
Illinois
$272K +$45.6K +430 +20%
YMRC
334
Yorktown Management & Research Company
Virginia
$265K +$265K +2,500 New
MWM
335
Modern Wealth Management
Kansas
$262K +$39.7K +374 +18%
CIBC Asset Management
336
CIBC Asset Management
Ontario, Canada
$261K +$4.35K +41 +2%
NG
337
Norden Group
Utah
$255K +$255K +2,408 New
FTWA
338
Fifth Third Wealth Advisors
Ohio
$252K -$2.65K -25 -1%
LFA
339
Legacy Financial Advisors
Kentucky
$250K -$6.47K -61 -3%
Jones Financial Companies
340
Jones Financial Companies
Missouri
$249K +$28.6K +272 +13%
WFA
341
WMG Financial Advisors
Tennessee
$248K +$424 +4 +0.2%
AFG
342
Atomi Financial Group
New York
$243K +$38K +358 +19%
GT
343
Glenmede Trust
Pennsylvania
$242K +$16.2K +153 +7%
ACA
344
Aptus Capital Advisors
Alabama
$241K +$35.1K +331 +17%
CWM
345
Cahaba Wealth Management
Georgia
$236K -$466K -4,396 -66%
FMWA
346
Forvis Mazars Wealth Advisors
Missouri
$236K -$306K -2,886 -56%
Connor, Clark & Lunn Investment Management (CC&L)
347
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$234K +$234K +2,208 New
SL
348
SWMG LLC
Texas
$231K +$231K +2,307 New
PWM
349
Provident Wealth Management
Tennessee
$230K – – –
PA
350
Parallel Advisors
California
$227K +$12.3K +116 +6%
12 13
14
15 16