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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
MG
351
Mather Group
Illinois
$377K +$157K +1,717 +69%
DADC
352
D.A. Davidson & Co
Montana
$376K -$10.7K -117 -3%
IF
353
Intrua Financial
Texas
$376K -$46.7K -510 -11%
SAM
354
Shell Asset Management
Netherlands
$376K -$60.6K -662 -14%
ACP
355
Aviance Capital Partners
Florida
$376K
VA
356
Vident Advisory
Georgia
$374K -$2.01K -22 -0.5%
LI
357
LifeWealth Investments
Florida
$373K +$381K +4,166 New
OC
358
Oppenheimer & Co
New York
$372K -$96K -1,050 -20%
WA
359
Waverly Advisors
Alabama
$371K +$1.1K +12 +0.3%
NRD
360
Nebula Research & Development
New York
$371K -$932K -10,192 -71%
VEA
361
Virtus ETF Advisers
New York
$371K
MOS
362
MGO One Seven
Ohio
$370K +$2.19K +24 +0.6%
EF
363
Empirical Finance
Pennsylvania
$368K +$2.65K +29 +0.7%
BFM
364
Boothbay Fund Management
New York
$362K +$370K +4,049 New
ASN
365
Advisory Services Network
Georgia
$358K -$5.49K -60 -1%
Asset Management One
366
Asset Management One
Japan
$353K +$58.3K +637 +19%
MIM
367
Morningstar Investment Management
Illinois
$350K +$358K +3,915 New
MAS
368
Meeder Advisory Services
Ohio
$348K +$45.2K +494 +15%
SI
369
Stephens Inc
Arkansas
$345K -$75.1K -821 -18%
FFG
370
Fiduciary Financial Group
California
$342K +$8.14K +89 +2%
NMIMC
371
Northwestern Mutual Investment Management Company
Wisconsin
$341K +$17.6K +192 +5%
PA
372
PharVision Advisers
Florida
$333K +$341K +3,725 New
BFC
373
Bedel Financial Consulting
Indiana
$330K
WS
374
Wedbush Securities
California
$327K -$45.7K -500 -12%
BFS
375
Bradley Foster & Sargent
Connecticut
$327K +$334K +3,651 New

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.