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Pinnacle Financial Partners

508 hedge funds and large institutions have $7.39B invested in Pinnacle Financial Partners in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 173 increasing their positions, 179 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: 86.01%86.26% (+0.26%)

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
508
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
TFS
376
Thoroughbred Financial Services
Tennessee
$223K
FVWA
377
Foster Victor Wealth Advisors
South Carolina
$222K
BP
378
Ballentine Partners
Massachusetts
$222K
DWA
379
Douglass Winthrop Advisors
New York
$221K
PWC
380
PYA Waltman Capital
Tennessee
$221K
CFM
381
Catalyst Funds Management
Australia
$221K
SLAML
382
Swiss Life Asset Management Ltd
$221K
PA
383
Parallel Advisors
California
$220K
PWG
384
Portside Wealth Group
Utah
$216K
JSW
385
Journey Strategic Wealth
New Jersey
$215K
CIA
386
Citadel Investment Advisory
Ohio
$211K
CAM
387
Cresset Asset Management
Illinois
$211K
UCFA
388
United Capital Financial Advisors
Texas
$210K
CP
389
Covenant Partners
Tennessee
$210K
LI
390
LMCG Investments
Massachusetts
$210K
FHA
391
First Horizon Advisors
Tennessee
$210K
SG Americas Securities
392
SG Americas Securities
New York
$207K
CFP
393
Curran Financial Partners
South Carolina
$207K
NG
394
Norden Group
Utah
$206K
VCM
395
Virtue Capital Management
Tennessee
$206K
API
396
Asset Planning Inc
California
$205K
MYAM
397
Meiji Yasuda Asset Management
Japan
$204K
MFG
398
Merit Financial Group
Georgia
$200K
AssetMark Inc
399
AssetMark Inc
California
$192K
AIM
400
Ausbil Investment Management
Australia
$175K