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Pinnacle Financial Partners Inc

510 hedge funds and large institutions have $7.39B invested in Pinnacle Financial Partners Inc in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 174 increasing their positions, 180 reducing their positions, and 36 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: $ → $

0.26% more ownership

Funds ownership: 86.05%86.31% (+0.26%)

3% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 180

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
510
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
OL
376
Optas LLC
Texas
$227K
TFS
377
Thoroughbred Financial Services
Tennessee
$223K
FVWA
378
Foster Victor Wealth Advisors
South Carolina
$222K
BP
379
Ballentine Partners
Massachusetts
$222K
PWC
380
PYA Waltman Capital
Tennessee
$221K
DWA
381
Douglass Winthrop Advisors
New York
$221K
CFM
382
Catalyst Funds Management
Australia
$221K
SLAM
383
Swiss Life Asset Management
$221K
PA
384
Parallel Advisors
California
$220K
PWG
385
Portside Wealth Group
Utah
$216K
JSW
386
Journey Strategic Wealth
New Jersey
$215K
CIA
387
Citadel Investment Advisory
Ohio
$211K
CAM
388
Cresset Asset Management
Illinois
$211K
UCFA
389
United Capital Financial Advisors
Texas
$210K
CP
390
Covenant Partners
Tennessee
$210K
LI
391
LMCG Investments
Massachusetts
$210K
FHA
392
First Horizon Advisors
Tennessee
$210K
SG Americas Securities
393
SG Americas Securities
New York
$207K
CFP
394
Curran Financial Partners
South Carolina
$207K
NG
395
Norden Group
Utah
$206K
VCM
396
Virtue Capital Management
Tennessee
$206K
API
397
Asset Planning Inc
California
$205K
MYAM
398
Meiji Yasuda Asset Management
Japan
$204K
MFG
399
Merit Financial Group
Georgia
$200K
AssetMark Inc
400
AssetMark Inc
California
$192K