PNFP icon

Pinnacle Financial Partners
PNFP

Overview Fund Activity

506 hedge funds and large institutions have $7.31B invested in Pinnacle Financial Partners in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 174 increasing their positions, 177 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+28
Holders Change %
+5.86%
% of All Funds
6.79%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
70
Increased
174
Reduced
177
Closed
35
Calls
$5.11M
Puts
$276K
Net Calls
+$4.84M
Net Calls Change
-$604K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$125M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$823M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$32.8M
4
WHG
4
Westwood Holdings Group
Texas
$20.9M
5
Millennium Management
5
Millennium Management
New York
$95.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
ACL
2
Azora Capital LP
Florida
$54.9M
3
State Street
3
State Street
Massachusetts
$334M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.1M
5
WA
5
Wasatch Advisors
Utah
$319M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
351
Glenmede Investment Management
Pennsylvania
$270K +$270K +2,442 New
VT
352
Vise Technologies
New York
$269K +$269K +2,432 New
DWM
353
Diversify Wealth Management
Utah
$263K -$19.1K -207 -7%
TCM
354
Teza Capital Management
Illinois
$263K -$279K -2,529 -52%
FTWA
355
Fifth Third Wealth Advisors
Ohio
$263K +$662 +6 +0.3%
WFA
356
WMG Financial Advisors
Tennessee
$263K +$4.86K +44 +2%
LFA
357
Legacy Financial Advisors
Kentucky
$259K -$883 -8 -0.3%
WPC
358
Wedmont Private Capital
Pennsylvania
$253K +$253K +2,131 New
LAM
359
LECAP Asset Management
United Kingdom
$253K +$253K +2,288 New
CWM
360
Cahaba Wealth Management
Georgia
$247K +$662 +6 +0.3%
FMWA
361
Forvis Mazars Wealth Advisors
Missouri
$246K +$442 +4 +0.2%
FRM
362
Fox Run Management
Connecticut
$245K +$245K +2,223 New
KBC Group
363
KBC Group
Belgium
$245K -$156K -1,416 -39%
SL
364
SWMG LLC
Texas
$241K +$29.4K +320 +14%
PWM
365
Provident Wealth Management
Tennessee
$239K – – –
MWM
366
Modern Wealth Management
Kansas
$237K -$36.2K -328 -13%
AFG
367
Atomi Financial Group
New York
$232K -$21.2K -192 -8%
BWM
368
Baron Wealth Management
Michigan
$229K – – –
SI
369
Stephens Inc
Arkansas
$229K -$442 -4 -0.2%
JF
370
Jump Financial
Illinois
$229K +$229K +2,071 New
CAMG
371
CWA Asset Management Group
Florida
$229K – – –
SW
372
SlateStone Wealth
Florida
$228K -$3.54K -32 -2%
FBT
373
First Bankers Trust
Kentucky
$228K -$1.4M -12,679 -86%
OL
374
Optas LLC
Texas
$227K +$227K +2,054 New
TFS
375
Thoroughbred Financial Services
Tennessee
$223K -$1.08M -9,788 -83%
13 14
15
16 17