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Pinnacle Financial Partners Inc

661 hedge funds and large institutions have $10.9B invested in Pinnacle Financial Partners Inc in 2026 Q1 according to their latest regulatory filings, with 278 funds opening new positions, 263 increasing their positions, 86 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 278 | Existing positions closed: 80

206% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 86

76% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $10.3M

72.32% more ownership

Funds ownership: 90.81%163.12% (+72%)

62% more capital invested

Capital invested by funds: $6.73B → $10.9B (+$4.16B)

40% more funds holding

Funds holding: 472661 (+189)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

Holders
661
Holders Change
+189
Holders Change %
+40.04%
% of All Funds
8.14%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
278
Increased
263
Reduced
86
Closed
80
Calls
$18.1M
Puts
$10.3M
Net Calls
+$7.85M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
SHP Wealth Management
Massachusetts
$8.83K
CTA
602
Colonial Trust Advisors
South Carolina
$8.66K +$9.4K +101 New
CFD
603
Creative Financial Designs
Indiana
$7.24K +$186 +2 +2%
TPWA
604
Twin Peaks Wealth Advisors
California
$6.46K +$6.98K +75 New
NSIM
605
North Star Investment Management
Illinois
$6.46K -$558 -6 -7%
BFS
606
Bare Financial Services
Pennsylvania
$5.86K +$6.33K +68 New
BWL
607
Bogart Wealth LLC
Virginia
$5.68K +$5.58K +60 +1,000%
BLC
608
Brown, Lisle/Cummings
Rhode Island
$5.6K +$6.05K +65 New
CMA
609
Cedar Mountain Advisors
Oregon
$5.51K +$5.96K +64 New
AW
610
Avion Wealth
Texas
$5K +$5.77K +62 New
PWPS
611
Pinnacle Wealth Planning Services
Ohio
$5K +$5.12K +55 +1,833%
TM
612
Torren Management
California
$4.67K -$14K -150 -74%
S
613
Sachetta
Massachusetts
$4.57K +$4.93K +53 New
ADL
614
Asset Dedication LLC
California
$4.22K +$4.56K +49 New
TFA
615
Transamerica Financial Advisors
Florida
$3.88K +$4.19K +45 New
WTC
616
WhitTier Trust Company
Nevada
$3.79K +$4K +43 New
CFO
617
CVA Family Office
Colorado
$3.7K +$2.14K +23 +115%
DAM
618
Delta Asset Management
Tennessee
$3.62K +$3.91K +42 New
EWP
619
Elevation Wealth Partners
California
$3.19K +$3.44K +37 New
HI
620
Harbour Investments
Wisconsin
$3.19K +$3.44K +37 New
DF
621
Dunhill Financial
United Kingdom
$3.18K +$3.35K +36 New
CT
622
Colonial Trust
South Carolina
$3.02K +$3.26K +35 New
RBC
623
Roble Belko & Company
Pennsylvania
$3K +$3.63K +39 New
CI
624
CX Institutional
Indiana
$3K +$3.72K +40 New
KFAS
625
Keating Financial Advisory Services
Kansas
$2.76K -$1.95K -21 -40%