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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
Bessemer Group
326
Bessemer Group
New Jersey
$478K -$698K -7,635 -59%
BC
327
Bridgefront Capital
Texas
$469K -$839K -9,176 -64%
Capstone Investment Advisors
328
Capstone Investment Advisors
New York
$464K +$474K +5,185 New
PAS
329
Park Avenue Securities
New York
$462K +$85K +929 +22%
Marshall Wace
330
Marshall Wace
United Kingdom
$461K -$3.62M -39,550 -88%
LAM
331
LOM Asset Management
$456K +$467K +5,100 New
CIM
332
Contravisory Investment Management
Massachusetts
$455K +$465K +5,080 New
SPA
333
Sherbrooke Park Advisers
New York
$454K -$411K -4,493 -47%
TWA
334
TCI Wealth Advisors
Arizona
$452K -$366 -4 -0.1%
IA
335
IFP Advisors
Florida
$451K -$30.5K -333 -8%
1IA
336
1620 Investment Advisors
Massachusetts
$449K +$25.5K +279 +6%
KFI
337
Key Financial Inc
Pennsylvania
$438K
CWA
338
Centennial Wealth Advisory
Michigan
$429K +$438K +4,789 New
WG
339
Winton Group
United Kingdom
$428K +$437K +4,781 New
CCC
340
Chelsea Counsel Company
California
$426K
QCG
341
Quadrant Capital Group
Ohio
$424K +$5.67K +62 +1%
GIM
342
Glenmede Investment Management
Pennsylvania
$410K +$419K +4,586 New
NHT
343
New Hampshire Trust
New Hampshire
$402K +$21.8K +238 +6%
MFG
344
Merit Financial Group
Georgia
$399K +$173K +1,891 +74%
Mackenzie Financial
345
Mackenzie Financial
Ontario, Canada
$393K -$3.47M -37,885 -90%
Wellington Management Group
346
Wellington Management Group
Massachusetts
$393K +$102K +1,116 +34%
VAM
347
Verity Asset Management
North Carolina
$384K -$11.3K -123 -3%
SC
348
Savant Capital
Illinois
$383K +$13.9K +152 +4%
Jones Financial Companies
349
Jones Financial Companies
Missouri
$382K +$180K +1,973 +84%
EH
350
Equitable Holdings
New York
$378K -$10.2K -112 -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.