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Pinnacle West Capital

624 hedge funds and large institutions have $10.4B invested in Pinnacle West Capital in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 227 increasing their positions, 209 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

262% more call options, than puts

Call options by funds: $18M | Put options by funds: $4.98M

9% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 209

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$58.3M)

0.81% less ownership

Funds ownership: 98.01%97.2% (-0.81%)

3% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 65

1% less funds holding

Funds holding: 632624 (-8)

Holders
624
Holders Change
-8
Holders Change %
-1.27%
% of All Funds
8.19%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
63
Increased
227
Reduced
209
Closed
65
Calls
$18M
Puts
$4.98M
Net Calls
+$13M
Net Calls Change
+$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
351
Stratos Wealth Partners
Ohio
$411K -$153K -1,697 -27%
SA
352
Sanctuary Advisors
Indiana
$408K -$292K -3,248 -42%
NHT
353
New Hampshire Trust
New Hampshire
$405K +$1.98K +22 +0.5%
ACP
354
Aviance Capital Partners
Florida
$403K +$27K +300 +7%
QCG
355
Quadrant Capital Group
Ohio
$395K -$30.4K -338 -7%
Mackenzie Financial
356
Mackenzie Financial
Ontario, Canada
$395K +$720 +8 +0.2%
BFM
357
Boothbay Fund Management
New York
$391K +$28.2K +313 +8%
Asset Management One
358
Asset Management One
Japan
$386K +$32.3K +359 +9%
CIBC Private Wealth Group
359
CIBC Private Wealth Group
Georgia
$386K +$64.7K +719 +20%
Rockefeller Capital Management
360
Rockefeller Capital Management
New York
$378K +$380K +4,218 New
LI
361
LifeWealth Investments
Florida
$378K +$4.59K +51 +1%
EH
362
Equitable Holdings
New York
$375K -$4.5K -50 -1%
ASN
363
Advisory Services Network
Georgia
$374K +$20.5K +228 +6%
EF
364
Empirical Finance
Pennsylvania
$373K +$4.23K +47 +1%
VEA
365
Virtus ETF Advisers
New York
$372K
MOS
366
MGO One Seven
Ohio
$370K -$630 -7 -0.2%
I
367
InceptionR
California
$366K -$746K -8,286 -67%
BPA
368
Beacon Pointe Advisors
California
$365K +$367K +4,076 New
VAM
369
Verity Asset Management
North Carolina
$364K -$21.1K -234 -5%
IA
370
IFP Advisors
Florida
$362K +$27.5K +306 +8%
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$358K +$31.1K +346 +9%
AWA
372
Aaron Wealth Advisors
Illinois
$347K +$349K +3,875 New
Capstone Investment Advisors
373
Capstone Investment Advisors
New York
$346K -$120K -1,328 -26%
MA
374
Mutual Advisors
Nebraska
$344K -$487K -5,413 -59%
TI
375
Tidal Investments
Wisconsin
$342K +$77.3K +859 +29%