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Pinnacle West Capital

658 hedge funds and large institutions have $10.7B invested in Pinnacle West Capital in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 251 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 188

5% more funds holding

Funds holding: 624658 (+34)

3.93% more ownership

Funds ownership: 97.2%101.13% (+3.9%)

3% more capital invested

Capital invested by funds: $10.4B → $10.7B (+$323M)

2% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $11M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
658
Holders Change
+34
Holders Change %
+5.45%
% of All Funds
8%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
93
Increased
251
Reduced
188
Closed
47
Calls
$10.9M
Puts
$11M
Net Calls
-$173K
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
401
V-Square Quantitative Management
Illinois
$298K +$301K +3,358 New
VAM
402
Verity Asset Management
North Carolina
$296K -$64.7K -722 -18%
P
403
&Partners
Tennessee
$292K +$6.36K +71 +2%
LNWTC
404
Laird Norton Wetherby Trust Company
Washington
$290K +$293K +3,266 New
MNBTD
405
Moody National Bank Trust Division
Texas
$288K +$3.76K +42 +1%
LA
406
Lifeworks Advisors
Michigan
$288K +$9.85K +110 +4%
BIG
407
Brooklyn Investment Group
New York
$288K +$290K +3,241 New
MSA
408
MUFG Securities Americas
New York
$286K +$269 +3 +0.1%
SAM
409
Securian Asset Management
Minnesota
$285K -$219K -2,448 -43%
IAS
410
Investment Advisory Services
Texas
$282K
WANY
411
Wealthspire Advisors (New York)
New York
$277K +$72.7K +812 +35%
EI
412
Ethic Inc
New York
$270K +$34.5K +385 +14%
HNB
413
Huntington National Bank
Ohio
$268K -$17.5K -195 -6%
CAG
414
Crestwood Advisors Group
Massachusetts
$267K +$269K +3,006 New
DDC
415
DF Dent & Co
Maryland
$266K
HAS
416
Holland Advisory Services
Florida
$264K
SWM
417
Shepherd Wealth Management
Ohio
$262K
KBC Group
418
KBC Group
Belgium
$260K
SO
419
STRS Ohio
Ohio
$253K +$448 +5 +0.2%
MEAC
420
M.E. Allison & Co
Texas
$252K
WS
421
Wedbush Securities
California
$250K -$39.2K -438 -13%
DCM
422
DGS Capital Management
New Jersey
$249K +$28.8K +321 +13%
SAM
423
Sagewood Asset Management
New York
$247K +$250K +2,788 New
CPCPP
424
Canada Post Corporation Pension Plan
Canada
$246K +$56.4K +630 +29%
Envestnet Portfolio Solutions
425
Envestnet Portfolio Solutions
Illinois
$245K -$21.2K -237 -8%