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Pinnacle West Capital

658 hedge funds and large institutions have $10.7B invested in Pinnacle West Capital in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 250 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 47

33% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 188

6% more funds holding

Funds holding: 623658 (+35)

3.93% more ownership

Funds ownership: 97.2%101.13% (+3.9%)

3% more capital invested

Capital invested by funds: $10.4B → $10.7B (+$323M)

2% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $11M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
658
Holders Change
+35
Holders Change %
+5.62%
% of All Funds
8%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
94
Increased
250
Reduced
188
Closed
47
Calls
$10.9M
Puts
$11M
Net Calls
-$173K
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
226
Vanguard Personalized Indexing Management
California
$1.27M +$142K +1,589 +13%
SCM
227
Schnieders Capital Management
California
$1.24M +$1.25M +13,998 New
EM
228
Excalibur Management
Massachusetts
$1.24M -$3.58K -40 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
229
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.22M -$1.37M -15,248 -53%
OPERF
230
Oregon Public Employees Retirement Fund
Oregon
$1.21M +$4.66K +52 +0.4%
SFA
231
Sequoia Financial Advisors
Ohio
$1.19M +$628K +7,009 +109%
DL
232
Dockside LLC
New York
$1.19M +$1.2M +13,412 New
IIC
233
Ironwood Investment Counsel
Arizona
$1.18M -$201K -2,249 -14%
Rafferty Asset Management
234
Rafferty Asset Management
New York
$1.17M +$54.5K +609 +5%
KFP
235
Keystone Financial Planning
Ohio
$1.16M -$11.9K -133 -1%
AA
236
ALPS Advisors
Colorado
$1.16M +$288K +3,211 +32%
QCM
237
QRG Capital Management
Illinois
$1.16M -$99.1K -1,106 -8%
PDL
238
Portfolio Design Labs
California
$1.15M +$28.3K +316 +2%
MOACM
239
Mutual of America Capital Management
New York
$1.14M -$8.33K -93 -0.7%
NC
240
NovaPoint Capital
Georgia
$1.11M +$51K +569 +5%
First Manhattan
241
First Manhattan
New York
$1.11M
CWM
242
CIBC World Markets
New York
$1.11M +$1.12M +12,497 New
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$1.11M -$16.2K -181 -1%
CB
244
Commerce Bank
Missouri
$1.07M -$46.1K -515 -4%
M&T Bank
245
M&T Bank
New York
$1.07M +$104K +1,158 +11%
STA
246
Summit Trail Advisors
New York
$1.06M +$35.6K +398 +3%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$212K +2,366 +25%
IIC
248
Integrated Investment Consultants
Michigan
$1.05M +$1.06M +11,800 New
AG
249
Ascent Group
Virginia
$1.04M +$65.9K +736 +7%
Neuberger Berman Group
250
Neuberger Berman Group
New York
$1.02M +$68.4K +764 +7%