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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
NGA
251
Naples Global Advisors
Florida
$1.02M +$42.5K +475 +4%
DADC
252
D.A. Davidson & Co
Montana
$1.01M +$68.4K +764 +7%
RAG
253
RIA Advisory Group
Iowa
$982K +$992K +11,073 New
MML Investors Services
254
MML Investors Services
Massachusetts
$961K -$27.5K -307 -3%
LTAS
255
Linden Thomas Advisory Services
North Carolina
$953K -$2.42K -27 -0.3%
SFS
256
Sowell Financial Services
Arkansas
$949K -$79.1K -883 -8%
ABTD
257
Arvest Bank Trust Division
Oklahoma
$949K +$279K +3,119 +41%
RIM
258
Rakuten Investment Management
Japan
$949K -$1.28M -14,237 -57%
Jacobs Levy Equity Management
259
Jacobs Levy Equity Management
New Jersey
$945K -$14.6M -162,531 -94%
Pathstone Holdings
260
Pathstone Holdings
New Jersey
$932K +$20K +223 +2%
SC
261
Syon Capital
California
$922K +$352K +3,928 +61%
MFIM
262
Mesirow Financial Investment Management
Illinois
$920K -$86.2K -962 -8%
AWM
263
Apollon Wealth Management
South Carolina
$918K +$52.9K +591 +6%
Bank of Nova Scotia
264
Bank of Nova Scotia
Ontario, Canada
$909K +$175K +1,949 +23%
GLA
265
Great Lakes Advisors
Illinois
$882K +$891K +9,947 New
CPC
266
Cookson Peirce & Co
Pennsylvania
$878K +$887K +9,898 New
ETC
267
Exchange Traded Concepts
Oklahoma
$874K -$31.8K -355 -3%
MA
268
MCF Advisors
Kentucky
$868K +$84K +938 +11%
TAP
269
Tounjian Advisory Partners
Florida
$868K +$3.76K +42 +0.4%
CSUI
270
Cincinnati Specialty Underwriters Insurance
Ohio
$862K
Capstone Investment Advisors
271
Capstone Investment Advisors
New York
$859K +$522K +5,830 +151%
RFC
272
Regions Financial Corp
Alabama
$857K -$22.9K -256 -3%
YIH
273
Y-Intercept (HK)
Hong Kong
$843K -$3.16M -35,243 -79%
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$838K +$129K +1,435 +18%
AC
275
AXQ Capital
New Jersey
$816K +$584K +6,521 +243%