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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
Fifth Third Bancorp
376
Fifth Third Bancorp
Ohio
$326K +$14.6K +160 +5%
BBVA
377
Banco Bilbao Vizcaya Argentaria
Spain
$324K -$185K -2,017 -36%
CIBC Private Wealth Group
378
CIBC Private Wealth Group
Georgia
$321K -$20.9K -228 -6%
AFG
379
Atomi Financial Group
New York
$320K -$3.66K -40 -1%
EI
380
Ethic Inc
New York
$318K +$4.12K +45 +1%
PA
381
Parallel Advisors
California
$318K +$7.04K +77 +2%
HNB
382
Huntington National Bank
Ohio
$314K -$3.93K -43 -1%
HCM
383
Howard Capital Management
Georgia
$312K +$319K +3,492 New
PWA
384
Principia Wealth Advisory
Texas
$308K +$3.11K +34 +1%
Nomura Asset Management
385
Nomura Asset Management
Japan
$307K +$28.3K +309 +10%
NAS
386
Nicolet Advisory Services
Wisconsin
$304K +$8.51K +93 +3%
IC
387
Inscription Capital
Texas
$302K +$309K +3,376 New
AWE
388
Avidian Wealth Enterprises
Texas
$296K -$3.38K -37 -1%
MNBTD
389
Moody National Bank Trust Division
Texas
$289K +$3.11K +34 +1%
VI
390
Versor Investments
New York
$288K -$186K -2,029 -39%
ZIM
391
Zacks Investment Management
Illinois
$288K -$180K -1,970 -38%
FFA
392
Farther Finance Advisors
California
$287K +$45.6K +498 +18%
Truist Financial
393
Truist Financial
North Carolina
$287K -$20.5K -224 -7%
OPA
394
Old Port Advisors
Maine
$287K -$74.1K -810 -20%
SLAM
395
Swiss Life Asset Management
$284K +$290K +3,175 New
IAS
396
Investment Advisory Services
Texas
$284K
P
397
&Partners
Tennessee
$274K +$2.56K +28 +0.9%
CCM
398
Coldstream Capital Management
Washington
$274K -$9.79K -107 -3%
Kovitz Investment Group Partners
399
Kovitz Investment Group Partners
Illinois
$273K +$47.5K +519 +21%
VSQM
400
V-Square Quantitative Management
Illinois
$271K -$6.4K -70 -2%

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.