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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
AssetMark Inc
376
AssetMark Inc
California
$168K
NA
377
NewEdge Advisors
Louisiana
$152K
SAM
378
Shell Asset Management
Netherlands
$129K
WPA
379
Wealth Preservation Advisors
Tennessee
$127K
BTI
380
Blue Trust Inc
Georgia
$122K
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$119K
WPA
382
West Paces Advisors
Georgia
$95.4K
BL
383
BFSG LLC
California
$94.9K
PS
384
Principal Securities
Iowa
$92.4K
UB
385
UMB Bank
Missouri
$91K
TCOV
386
Trust Company of Vermont
Vermont
$90.1K
BIG
387
Brooklyn Investment Group
New York
$87.7K
GWM
388
Geneos Wealth Management
Colorado
$80.6K
HNB
389
Huntington National Bank
Ohio
$69.5K
MG
390
Mather Group
Illinois
$69.2K
LWANC
391
Laurel Wealth Advisors (North Carolina)
North Carolina
$58.5K
Nomura Asset Management
392
Nomura Asset Management
Japan
$58.3K
BAMF
393
BI Asset Management Fondsmaeglerselskab
Denmark
$57K
CI Investments Inc
394
CI Investments Inc
Ontario, Canada
$56K
BGAI
395
Bruce G. Allen Investments
Colorado
$52.7K
SWM
396
Spire Wealth Management
Virginia
$52.2K
SW
397
SVB Wealth
Massachusetts
$51.4K
VCM
398
Versant Capital Management
Arizona
$50.5K
SAM
399
Smartleaf Asset Management
Massachusetts
$46.9K
HCA
400
Harbor Capital Advisors
Illinois
$44K