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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
DF
451
DecisionPoint Financial
Arizona
$17.4K
AIM
452
Anchor Investment Management
South Carolina
$16.3K
FFA
453
Farther Finance Advisors
California
$15.6K
PTC
454
Private Trust Company
Ohio
$15.1K
CFO
455
CVA Family Office
Colorado
$13.6K
CIBC Private Wealth Group
456
CIBC Private Wealth Group
Georgia
$13.2K
LI
457
LRI Investments
Florida
$13K
C
458
Covestor
United Kingdom
$13K
WIM
459
Westside Investment Management
California
$12K
CA
460
Clearstead Advisors
Ohio
$11.6K
OC
461
Oakworth Capital
Alabama
$11.6K
HWM
462
Hemington Wealth Management
Virginia
$11K
HFS
463
Hantz Financial Services
Michigan
$11K
CTC
464
Central Trust Company
Missouri
$9.94K
Nisa Investment Advisors
465
Nisa Investment Advisors
Missouri
$9.72K
WTA
466
Washington Trust Advisors
Massachusetts
$9.16K
CFD
467
Creative Financial Designs
Indiana
$9.05K
FMII
468
Farmers & Merchants Investments Inc
Nebraska
$6.84K
SC
469
SouthState Corp
Florida
$6.74K
MA
470
MCF Advisors
Kentucky
$6.63K
JWA
471
JFS Wealth Advisors
Pennsylvania
$6.4K
WA
472
WPG Advisers
Maryland
$5.08K
AW
473
Avion Wealth
Texas
$5K
NC
474
NewSquare Capital
Pennsylvania
$4.53K
LFG
475
Larson Financial Group
Missouri
$4.53K