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Pinnacle Financial Partners
PNFP

Overview Fund Activity

506 hedge funds and large institutions have $7.31B invested in Pinnacle Financial Partners in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 174 increasing their positions, 177 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+28
Holders Change %
+5.86%
% of All Funds
6.79%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
70
Increased
174
Reduced
177
Closed
35
Calls
$5.11M
Puts
$276K
Net Calls
+$4.84M
Net Calls Change
-$604K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$125M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$823M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$32.8M
4
WHG
4
Westwood Holdings Group
Texas
$20.9M
5
Millennium Management
5
Millennium Management
New York
$95.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
ACL
2
Azora Capital LP
Florida
$54.9M
3
State Street
3
State Street
Massachusetts
$334M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.1M
5
WA
5
Wasatch Advisors
Utah
$319M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
476
Riggs Asset Management
Pennsylvania
$3.53K +$3.53K +32 New
BAM
477
Bellevue Asset Management
Washington
$3.53K – – –
Optiver Holding
478
Optiver Holding
Netherlands
$3.42K +$3.42K +31 New
PWMG
479
Private Wealth Management Group
New Jersey
$3.31K – – –
FFO
480
Fortitude Family Office
Arizona
$3.09K +$3.09K +28 New
PWA
481
Physician Wealth Advisors
Utah
$2.65K +$2.65K +24 New
CSPIA
482
Cary Street Partners Investment Advisory
Virginia
$2.54K -$9.05K -82 -78%
BF
483
BOK Financial
Oklahoma
$2.43K – – –
T
484
Transce3nd
Texas
$2.43K – – –
TCM
485
TD Capital Management
Tennessee
$2.22K – – –
FPF
486
First Pacific Financial
Washington
$2.1K – – –
PWA
487
Provenance Wealth Advisors
Florida
$2.1K – – –
DPW
488
DiNuzzo Private Wealth
Pennsylvania
$1.88K -$110 -1 -6%
PWMG
489
Prestige Wealth Management Group
New Jersey
$1.33K – – –
GEA
490
Glen Eagle Advisors
New Jersey
$1.23K – – –
SIC
491
SJS Investment Consulting
Ohio
$1.11K -$553 -5 -33%
TPCW
492
TD Private Client Wealth
New York
$1.1K – – –
CH
493
Cromwell Holdings
Wyoming
$1.1K +$662 +6 +150%
CAL
494
Capital Advisors Ltd
Ohio
$1K – – –
HWP
495
Highline Wealth Partners
California
$994 – – –
TPWA
496
Twin Peaks Wealth Advisors
California
$924 +$924 +10 New
HFS
497
Hughes Financial Services
Virginia
$897 -$1.62K -18 -64%
BFS
498
Bare Financial Services
Pennsylvania
$662 – – –
HIA
499
HFM Investment Advisors
New Jersey
$662 +$331 +3 +100%
RWM
500
Rialto Wealth Management
New York
$553 +$553 +5 New
18 19
20
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