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Pinnacle West Capital

632 hedge funds and large institutions have $10.5B invested in Pinnacle West Capital in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 243 increasing their positions, 192 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $5.68M

41% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 58

27% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 192

3% more funds holding

Funds holding: 616632 (+16)

2.2% more ownership

Funds ownership: 95.81%98.01% (+2.2%)

4% less capital invested

Capital invested by funds: $10.9B → $10.5B (-$411M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
8.32%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
82
Increased
243
Reduced
192
Closed
58
Calls
$13.5M
Puts
$5.68M
Net Calls
+$7.78M
Net Calls Change
+$3.68M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
226
New York Life Investment Management
New York
$1.43M +$93.3K +1,020 +7%
OTL
227
Oak Thistle LLC
New York
$1.4M +$1.43M +15,634 New
PD
228
Point72 (DIFC)
United Arab Emirates
$1.39M -$305K -3,334 -18%
PAM
229
Panagora Asset Management
Massachusetts
$1.38M -$3.15M -34,385 -69%
TCM
230
Twin Capital Management
Pennsylvania
$1.36M +$40.2K +439 +3%
M&T Bank
231
M&T Bank
New York
$1.35M +$496K +5,421 +56%
RP
232
Riverwater Partners
Wisconsin
$1.34M -$3.02K -33 -0.2%
CCC
233
Cincinnati Casualty Company
Ohio
$1.34M
AAS
234
Avantax Advisory Services
Texas
$1.33M -$41.4K -453 -3%
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$1.33M +$179K +1,955 +15%
Mirae Asset Global Investments
236
Mirae Asset Global Investments
South Korea
$1.32M +$146K +1,592 +12%
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$1.28M -$131K -1,437 -9%
EM
238
Excalibur Management
Massachusetts
$1.25M -$47.7K -522 -4%
RS
239
R Squared
Hong Kong
$1.23M +$553K +6,044 +78%
FAM
240
Fulcrum Asset Management
United Kingdom
$1.23M +$1.25M +13,704 New
MOACM
241
Mutual of America Capital Management
New York
$1.22M +$42.9K +469 +4%
MFIM
242
Mesirow Financial Investment Management
Illinois
$1.21M +$11.2K +122 +0.9%
LA
243
Linden Advisors
New York
$1.21M +$1.23M +13,500 New
AF
244
Advisornet Financial
Minnesota
$1.21M +$16.8K +184 +1%
KFP
245
Keystone Financial Planning
Ohio
$1.19M -$6.22M -68,023 -84%
WP
246
Woodline Partners
California
$1.15M +$301K +3,293 +34%
N
247
Natixis
France
$1.15M +$1.17M +12,841 New
VPIM
248
Vanguard Personalized Indexing Management
California
$1.15M +$67.2K +735 +6%
Rafferty Asset Management
249
Rafferty Asset Management
New York
$1.15M +$238K +2,597 +25%
IIM
250
INTECH Investment Management
Florida
$1.14M +$49.8K +544 +4%

PNW Hedge Fund Activity: Q2 2025 in Review

632 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2025, worth a combined $10.5B — down 3.8% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PNW positions and 58 closed out — a net gain of 24 holders — while 243 added to existing stakes and 192 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $241M. The largest seller was Norges Bank, cutting an estimated $82.6M.

  • 632 institutional investors held Pinnacle West Capital (PNW) as of Q2 2025, up from 616 in Q1 2025.
  • Funds reported $10.5B of Pinnacle West Capital stock for Q2 2025, down 3.8% quarter-over-quarter.
  • 82 funds opened new Pinnacle West Capital positions in Q2 2025 and 58 closed out, a net change of +24 holders.
  • The largest Pinnacle West Capital buyer in Q2 2025 was Capital Research Global Investors, an estimated $241M added.
  • The largest Pinnacle West Capital seller in Q2 2025 was Norges Bank, an estimated $82.6M sold.

Based on aggregated 13F filings for Q2 2025.