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Pinnacle Financial Partners

507 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, 173 increasing their positions, 179 reducing their positions, and 35 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 capital invested

Capital invested by funds: $ → $

0.54% less ownership

Funds ownership: 86.01%85.47% (-0.54%)

3% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 179

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
507
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.11M
Puts
$276K
Net Calls
Net Calls Change

Top Buyers

1 +$61.6M
2 +$30.8M
3 +$29.9M
4
WHG
Westwood Holdings Group
Texas
+$20.9M
5
Millennium Management
Millennium Management
New York
+$15.1M

Top Sellers

1 -$82.5M
2 -$55.4M
3 -$24.9M
4
Goldman Sachs
Goldman Sachs
New York
-$24.8M
5
WA
Wasatch Advisors
Utah
-$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
351
CIBC Asset Management
Ontario, Canada
$272K
GIM
352
Glenmede Investment Management
Pennsylvania
$270K
VT
353
Vise Technologies
New York
$269K
DWM
354
Diversify Wealth Management
Utah
$263K
TCM
355
Teza Capital Management
Illinois
$263K
FTWA
356
Fifth Third Wealth Advisors
Ohio
$263K
WFA
357
WMG Financial Advisors
Tennessee
$263K
LFA
358
Legacy Financial Advisors
Kentucky
$259K
WPC
359
Wedmont Private Capital
Pennsylvania
$253K
LAM
360
LECAP Asset Management
United Kingdom
$253K
CWM
361
Cahaba Wealth Management
Georgia
$247K
FMWA
362
Forvis Mazars Wealth Advisors
Missouri
$246K
FRM
363
Fox Run Management
Connecticut
$245K
KBC Group
364
KBC Group
Belgium
$245K
SL
365
SWMG LLC
Texas
$241K
PWM
366
Provident Wealth Management
Tennessee
$239K
MWM
367
Modern Wealth Management
Kansas
$237K
AFG
368
Atomi Financial Group
New York
$232K
BWM
369
Baron Wealth Management
Michigan
$229K
SI
370
Stephens Inc
Arkansas
$229K
JF
371
Jump Financial
Illinois
$229K
CAMG
372
CWA Asset Management Group
Florida
$229K
SW
373
SlateStone Wealth
Florida
$228K
FBT
374
First Bankers Trust
Kentucky
$228K
OL
375
Optas LLC
Texas
$227K