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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
IPWA
401
International Private Wealth Advisors
California
$271K +$277K +3,030 New
DDC
402
DF Dent & Co
Maryland
$268K
LCS
403
Levin Capital Strategies
New York
$268K +$274K +3,000 New
EF
404
Empowered Funds
Pennsylvania
$266K -$149K -1,624 -35%
HAS
405
Holland Advisory Services
Florida
$266K +$272K +2,976 New
TI
406
Tidal Investments
Wisconsin
$264K +$66.5K +727 +33%
KBC Group
407
KBC Group
Belgium
$262K -$165K -1,801 -38%
Hudson Bay Capital Management
408
Hudson Bay Capital Management
Connecticut
$262K -$18.8M -204,998 -99%
SWM
409
Shepherd Wealth Management
Ohio
$260K +$256K +2,800 New
MPM
410
MBB Public Markets
Illinois
$260K -$58.2K -636 -18%
WANY
411
Wealthspire Advisors (New York)
New York
$257K +$43.8K +479 +20%
SO
412
STRS Ohio
Ohio
$255K +$260K +2,847 New
MEAC
413
M.E. Allison & Co
Texas
$255K
MGP
414
Metis Global Partners
California
$251K +$25.8K +282 +11%
SMDAM
415
Sumitomo Mitsui DS Asset Management
Japan
$248K
ECM
416
Everence Capital Management
Indiana
$247K
CPIG
417
Chicago Partners Investment Group
Illinois
$245K +$241K +2,633 New
AWS
418
Atria Wealth Solutions
New York
$242K -$83.3K -911 -25%
SDIC
419
South Dakota Investment Council
South Dakota
$242K +$247K +2,700 New
JCFM
420
JBR Co Financial Management
Oklahoma
$237K -$22.9K -250 -9%
MSA
421
MUFG Securities Americas
New York
$237K +$57.9K +633 +31%
JIC
422
Johnson Investment Counsel
Ohio
$232K -$6.4K -70 -3%
CI Investments Inc
423
CI Investments Inc
Ontario, Canada
$230K -$80.3K -878 -25%
CA
424
Crewe Advisors
Utah
$229K +$1.46K +16 +0.6%
MC
425
Moors & Cabot
Massachusetts
$229K -$29.6K -324 -11%

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.