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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 93 funds opening new positions, 251 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 188

5% more funds holding

Funds holding: 624658 (+34)

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
+34
Holders Change %
+5.45%
% 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
93
Increased
251
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
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$635K +$95.9K +1,071 +18%
VA
302
Vident Advisory
Georgia
$635K -$83.4K -931 -12%
Allspring Global Investments
303
Allspring Global Investments
North Carolina
$634K -$3.41M -38,048 -84%
Sumitomo Mitsui Trust Group
304
Sumitomo Mitsui Trust Group
Japan
$617K +$102K +1,144 +20%
FC
305
FORA Capital
Florida
$616K +$302K +3,375 +94%
NA
306
NewEdge Advisors
Louisiana
$609K +$27.5K +307 +5%
HIMCH
307
Hartford Investment Management Co (HIMCO)
Connecticut
$607K -$11.2K -125 -2%
MS
308
Madden Securities
Texas
$585K -$107K -1,200 -15%
Holocene Advisors
309
Holocene Advisors
New York
$585K +$591K +6,593 New
CAU
310
Caxton Associates (UK)
$578K +$584K +6,515 New
MG
311
Mather Group
Illinois
$574K -$5.64K -63 -1%
Aberdeen Group
312
Aberdeen Group
United Kingdom
$573K
LP
313
LMR Partners
United Kingdom
$569K +$124K +1,380 +27%
MFG
314
Merit Financial Group
Georgia
$567K +$146K +1,631 +34%
LIP
315
Lighthouse Investment Partners
Florida
$563K +$569K +6,348 New
Jones Financial Companies
316
Jones Financial Companies
Missouri
$551K +$21.6K +241 +4%
WC
317
Wexford Capital
Florida
$550K +$300K +3,346 +117%
LSERS
318
Louisiana State Employees Retirement System
Louisiana
$541K -$17.9K -200 -3%
EC
319
EntryPoint Capital
New York
$532K +$538K +6,003 New
MFGM
320
Marshall Financial Group (Maryland)
Maryland
$532K
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$532K +$159K +1,777 +42%
WA
322
Whitebox Advisors
Minnesota
$530K +$535K +5,974 New
PA
323
Profund Advisors
Maryland
$527K -$26.9K -300 -5%
ECM
324
Everence Capital Management
Indiana
$524K +$282K +3,151 +114%
TI
325
Tidal Investments
Wisconsin
$517K +$180K +2,010 +53%