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Pinnacle Financial Partners
PNFP

Overview Fund Activity

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
Holders
478
Holders Change
+16
Holders Change %
+3.46%
% of All Funds
6.49%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
60
Increased
168
Reduced
153
Closed
38
Calls
$5.56M
Puts
$117K
Net Calls
+$5.44M
Net Calls Change
-$4.14M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$77.2M
2
WA
Wasatch Advisors
Utah
+$60.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$14M
4
KCM
Kennedy Capital Management
Missouri
+$10.6M
5
JCM
Junto Capital Management
New York
+$10.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$105M
2
NRCM
North Reef Capital Management
California
-$80.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$50.8M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$45.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
451
Provenance Wealth Advisors
Florida
$2.02K – – –
FPF
452
First Pacific Financial
Washington
$2.02K +$2.02K +19 New
DPW
453
DiNuzzo Private Wealth
Pennsylvania
$1.91K +$106 +1 +6%
CA
454
Clearstead Advisors
Ohio
$1.8K -$7.11K -67 -80%
GFPC
455
Global Financial Private Client
Florida
$1.7K +$1.17K +11 +220%
SIC
456
SJS Investment Consulting
Ohio
$1.59K – – –
Amundi
457
Amundi
France
$1.56K +$826 +9 +113%
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 +$1.27K +12 New
GEA
461
Glen Eagle Advisors
New Jersey
$1.18K – – –
WCM
462
WealthTrak Capital Management
Virginia
$1.06K +$1.06K +10 New
TPCW
463
TD Private Client Wealth
New York
$1.06K – – –
AW
464
Avion Wealth
Texas
$1K – – –
CAL
465
Capital Advisors Ltd
Ohio
$1K – – –
HFS
466
Hantz Financial Services
Michigan
$1K +$1K +6 New
HWP
467
Highline Wealth Partners
California
$954 +$954 +9 New
BFS
468
Bare Financial Services
Pennsylvania
$636 +$636 +6 New
AF
469
Advisornet Financial
Minnesota
$530 +$106 +1 +25%
CH
470
Cromwell Holdings
Wyoming
$424 +$424 +4 New
HIA
471
HFM Investment Advisors
New Jersey
$319 +$319 +3 New
PWM
472
Parkworth Wealth Management
California
$318 – – –
SIC
473
Salem Investment Counselors
North Carolina
$213 – – –
BHWM
474
Bay Harbor Wealth Management
Maryland
$212 +$212 +2 New
PWA
475
Principia Wealth Advisory
Texas
$193 +$193 +2 New
17 18
19
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