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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 %
FVWA
376
Foster Victor Wealth Advisors
South Carolina
$222K +$222K +1,875 New
BP
377
Ballentine Partners
Massachusetts
$222K +$773 +7 +0.3%
PWC
378
PYA Waltman Capital
Tennessee
$221K – – –
DWA
379
Douglass Winthrop Advisors
New York
$221K – – –
CFM
380
Catalyst Funds Management
Australia
$221K +$221K +2,000 New
PA
381
Parallel Advisors
California
$220K -$17K -154 -7%
PWG
382
Portside Wealth Group
Utah
$216K +$216K +1,960 New
JSW
383
Journey Strategic Wealth
New Jersey
$215K +$1.88K +17 +0.9%
CIA
384
Citadel Investment Advisory
Ohio
$211K – – –
CAM
385
Cresset Asset Management
Illinois
$211K -$829K -7,504 -80%
UCFA
386
United Capital Financial Advisors
Texas
$210K -$11.7K -106 -5%
CP
387
Covenant Partners
Tennessee
$210K -$11.3K -102 -5%
LI
388
LMCG Investments
Massachusetts
$210K -$11K -100 -5%
FHA
389
First Horizon Advisors
Tennessee
$210K -$151K -1,369 -42%
SG Americas Securities
390
SG Americas Securities
New York
$207K -$78.5K -711 -27%
CFP
391
Curran Financial Partners
South Carolina
$207K -$22.6K -205 -10%
NG
392
Norden Group
Utah
$206K -$59.7K -541 -22%
VCM
393
Virtue Capital Management
Tennessee
$206K +$206K +1,862 New
API
394
Asset Planning Inc
California
$205K +$442 +4 +0.2%
MYAM
395
Meiji Yasuda Asset Management
Japan
$204K +$204K +1,844 New
MFG
396
Merit Financial Group
Georgia
$200K +$200K +1,815 New
AssetMark Inc
397
AssetMark Inc
California
$192K +$17.7K +160 +10%
AIM
398
Ausbil Investment Management
Australia
$175K – – –
WT
399
Whittier Trust
California
$175K – – –
OLVIG
400
Oliver Lagore Vanvalin Investment Group
Michigan
$169K +$169K +1,591 New
14 15
16
17 18