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Pinnacle West Capital
PNW

Overview Fund Activity

610 hedge funds and large institutions have $10.7B invested in Pinnacle West Capital in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 235 increasing their positions, 180 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
71
Increased
235
Reduced
180
Closed
70
Calls
$12M
Puts
$7.86M
Net Calls
+$4.1M
Net Calls Change
-$7.71M

Top Buyers

1
AIP
Atlas Infrastructure Partners
United Kingdom
+$186M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$86M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$73.7M
4
ECM
ExodusPoint Capital Management
New York
+$58.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$45.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$74M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.3M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$38.6M
4
MMA
Mizuho Markets Americas
New York
-$30.5M
5
UBS Group
UBS Group
Switzerland
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
401
AE Wealth Management
Kansas
$279K +$13K +137 +5%
JCFM
402
JBR Co Financial Management
Oklahoma
$276K -$11.9K -125 -4%
MC
403
Moors & Cabot
Massachusetts
$274K +$21.4K +225 +8%
MEAC
404
M.E. Allison & Co
Texas
$271K – – –
FFO
405
Fortitude Family Office
Arizona
$271K -$9.53K -100 -3%
SMDAM
406
Sumitomo Mitsui DS Asset Management
Japan
$264K -$1.3M -13,638 -83%
ECM
407
Everence Capital Management
Indiana
$263K – – –
FFA
408
Farther Finance Advisors
California
$259K +$87.6K +919 +51%
PFG
409
PAX Financial Group
Texas
$255K +$3.43K +36 +1%
JIC
410
Johnson Investment Counsel
Ohio
$253K – – –
TPCW
411
TD Private Client Wealth
New York
$253K +$253K +2,651 New
PS
412
Principal Securities
Iowa
$247K – – –
MFG
413
Merit Financial Group
Georgia
$244K +$244K +2,565 New
BCM
414
Birmingham Capital Management
Alabama
$243K – – –
CA
415
Crewe Advisors
Utah
$243K +$1.33K +14 +0.6%
Kovitz Investment Group Partners
416
Kovitz Investment Group Partners
Illinois
$241K -$10.7M -112,134 -98%
MGP
417
Metis Global Partners
California
$240K +$240K +2,524 New
UFF
418
USA Financial Formulas
Michigan
$239K +$239K +2,508 New
WA
419
WealthTrust Axiom
Pennsylvania
$238K – – –
WB
420
WesBanco Bank
West Virginia
$238K – – –
DI
421
Diligent Investors
California
$238K – – –
MG
422
Mather Group
Illinois
$238K +$16.9K +177 +8%
TWM
423
TriaGen Wealth Management
California
$236K – – –
CPSC
424
Carl P. Sherr & Co
Massachusetts
$229K – – –
WANY
425
Wealthspire Advisors (New York)
New York
$229K +$667 +7 +0.3%
15 16
17
18 19