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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
PWA
451
Provenance Wealth Advisors
Florida
$2.02K
FPF
452
First Pacific Financial
Washington
$2.02K
DPW
453
DiNuzzo Private Wealth
Pennsylvania
$1.91K
CA
454
Clearstead Advisors
Ohio
$1.8K
GFPC
455
Global Financial Private Client
Florida
$1.7K
SIC
456
SJS Investment Consulting
Ohio
$1.59K
Amundi
457
Amundi
France
$1.56K
PWMG
458
Prestige Wealth Management Group
New Jersey
$1.27K
SPIA
459
Steward Partners Investment Advisory
New York
$1.27K
AWM
460
Activest Wealth Management
Florida
$1.27K
GEA
461
Glen Eagle Advisors
New Jersey
$1.18K
WCM
462
WealthTrak Capital Management
Virginia
$1.06K
TPCW
463
TD Private Client Wealth
New York
$1.06K
CAL
464
Capital Advisors Ltd
Ohio
$1K
AW
465
Avion Wealth
Texas
$1K
HFS
466
Hantz Financial Services
Michigan
$1K
HWP
467
Highline Wealth Partners
California
$954
BFS
468
Bare Financial Services
Pennsylvania
$636
AF
469
Advisornet Financial
Minnesota
$530
CH
470
Cromwell Holdings
Wyoming
$424
HIA
471
HFM Investment Advisors
New Jersey
$319
PWM
472
Parkworth Wealth Management
California
$318
SIC
473
Salem Investment Counselors
North Carolina
$213
BHWM
474
Bay Harbor Wealth Management
Maryland
$212
PWA
475
Principia Wealth Advisory
Texas
$193