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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
VC
351
Vicus Capital
Pennsylvania
$224K
SW
352
SlateStone Wealth
Florida
$222K
CFP
353
Curran Financial Partners
South Carolina
$220K
SI
354
Stephens Inc
Arkansas
$220K
BWM
355
Baron Wealth Management
Michigan
$220K
CAMG
356
CWA Asset Management Group
Florida
$220K
PCA
357
Pallas Capital Advisors
Massachusetts
$218K
KAM
358
Kraft Asset Management
Tennessee
$215K
UCFA
359
United Capital Financial Advisors
Texas
$213K
CP
360
Covenant Partners
Tennessee
$212K
BP
361
Ballentine Partners
Massachusetts
$212K
NP
362
NorthRock Partners
Minnesota
$212K
DWA
363
Douglass Winthrop Advisors
New York
$212K
PWC
364
PYA Waltman Capital
Tennessee
$212K
LI
365
LMCG Investments
Massachusetts
$212K
Renaissance Technologies
366
Renaissance Technologies
New York
$212K
SWM
367
Selective Wealth Management
Virginia
$211K
Marshall Wace
368
Marshall Wace
United Kingdom
$211K
JSW
369
Journey Strategic Wealth
New Jersey
$205K
CIA
370
Citadel Investment Advisory
Ohio
$202K
RA
371
RiverPark Advisors
New York
$199K
API
372
Asset Planning Inc
California
$197K
GI
373
GAMMA Investing
California
$171K
AIM
374
Ausbil Investment Management
Australia
$168K
WT
375
Whittier Trust
California
$168K