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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
CSUI
276
Cincinnati Specialty Underwriters Insurance
Ohio
$870K
WLG
277
Williamson Legacy Group
Indiana
$855K +$874K +9,551 New
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$854K +$289K +3,160 +50%
MA
279
Mutual Advisors
Nebraska
$830K -$174K -1,898 -17%
WA
280
WESPAC Advisors
California
$824K +$38.9K +425 +5%
AWM
281
Apollon Wealth Management
South Carolina
$820K +$3.29K +36 +0.4%
MCP
282
Mirador Capital Partners
California
$820K +$26.9K +294 +3%
WGAM
283
Wilkinson Global Asset Management
New York
$805K
V
284
ViaWealth
Kansas
$798K -$139K -1,515 -15%
TRSOTSOK
285
Teachers Retirement System of the State of Kentucky
Kentucky
$797K +$17.5K +191 +2%
SLA
286
Silver Lake Advisory
Utah
$782K +$5.4K +59 +0.7%
II
287
IFM Investors
Australia
$770K +$47.8K +523 +6%
KCIC
288
Kuhn & Co Investment Counsel
Illinois
$769K
MSU
289
Mizuho Securities USA
New York
$739K -$77.6K -848 -9%
MS
290
Madden Securities
Texas
$731K -$923K -10,085 -55%
Daiwa Securities Group
291
Daiwa Securities Group
Japan
$731K +$108K +1,185 +17%
WorldQuant Millennium Advisors
292
WorldQuant Millennium Advisors
New York
$715K +$731K +7,993 New
Focus Partners Wealth
293
Focus Partners Wealth
Massachusetts
$706K +$137K +1,502 +24%
SF
294
Synovus Financial
Georgia
$704K +$30.5K +333 +4%
Janney Montgomery Scott
295
Janney Montgomery Scott
Pennsylvania
$704K -$315K -3,446 -30%
ABTD
296
Arvest Bank Trust Division
Oklahoma
$704K +$720K +7,867 New
SA
297
Sanctuary Advisors
Indiana
$698K +$66.3K +725 +10%
IIC
298
Ironwood Investment Counsel
Arizona
$673K -$1.01K -11 -0.1%
PAG
299
Private Advisor Group
New Jersey
$664K -$82.8K -905 -11%
HIMCH
300
Hartford Investment Management Co (HIMCO)
Connecticut
$648K +$20.7K +226 +3%

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.