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Pinnacle Financial Partners

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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

3.82% less ownership

Funds ownership: 89.82%86.01% (-3.8%)

9% less capital invested

Capital invested by funds: $7.94B → $7.19B (-$744M)

Holders
478
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.56M
Puts
$117K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Shelton Capital Management
Colorado
$298K
BHCM
327
Brevan Howard Capital Management
Jersey
$297K
ICA
328
Infrastructure Capital Advisors
New York
$297K
KeyBank National Association
329
KeyBank National Association
Ohio
$293K
FT
330
Fiduciary Trust
Massachusetts
$293K
FFM
331
Forum Financial Management
Illinois
$282K
SG Americas Securities
332
SG Americas Securities
New York
$274K
SC
333
Savant Capital
Illinois
$272K
YMRC
334
Yorktown Management & Research Company
Virginia
$265K
MWM
335
Modern Wealth Management
Kansas
$262K
CIBC Asset Management
336
CIBC Asset Management
Ontario, Canada
$261K
NG
337
Norden Group
Utah
$255K
FTWA
338
Fifth Third Wealth Advisors
Ohio
$252K
LFA
339
Legacy Financial Advisors
Kentucky
$250K
Jones Financial Companies
340
Jones Financial Companies
Missouri
$249K
WFA
341
WMG Financial Advisors
Tennessee
$248K
AFG
342
Atomi Financial Group
New York
$243K
GT
343
Glenmede Trust
Pennsylvania
$242K
ACA
344
Aptus Capital Advisors
Alabama
$241K
CWM
345
Cahaba Wealth Management
Georgia
$236K
FMWA
346
Forvis Mazars Wealth Advisors
Missouri
$236K
Connor, Clark & Lunn Investment Management (CC&L)
347
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$234K
SL
348
SWMG LLC
Texas
$231K
PWM
349
Provident Wealth Management
Tennessee
$230K
PA
350
Parallel Advisors
California
$227K