We are live on ! Find out more
PNW icon

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
QL
426
Quarry LP
New York
$228K +$233K +2,551 New
AAG
427
Armstrong Advisory Group
Massachusetts
$226K
HT
428
Headlands Technologies
Illinois
$226K +$231K +2,525 New
Envestnet Portfolio Solutions
429
Envestnet Portfolio Solutions
Illinois
$225K -$132K -1,441 -36%
WA
430
WealthTrust Axiom
Pennsylvania
$224K
WB
431
WesBanco Bank
West Virginia
$224K
TPCW
432
TD Private Client Wealth
New York
$224K -$13.9K -152 -6%
TWM
433
TriaGen Wealth Management
California
$222K
GI
434
GAMMA Investing
California
$215K +$26.8K +293 +14%
CPSC
435
Carl P. Sherr & Co
Massachusetts
$215K
SCA
436
Snowden Capital Advisors
New York
$214K +$4.48K +49 +2%
LAM
437
Longboard Asset Management
Arizona
$214K
DS
438
DRW Securities
Illinois
$213K +$218K +2,382 New
VFA
439
Valeo Financial Advisors
Indiana
$211K +$216K +2,360 New
CL
440
Choreo LLC
Illinois
$211K +$216K +2,358 New
PFM
441
Patton Fund Management
Texas
$210K +$215K +2,349 New
BJL
442
Brighton Jones LLC
Washington
$208K -$240K -2,628 -53%
BP
443
Ballentine Partners
Massachusetts
$202K +$4.67K +51 +2%
RMF
444
Red Mountain Financial
Colorado
$201K
BWA
445
Babb Wealth Advisors
Arizona
$200K +$205K +2,239 New
GWM
446
Geneos Wealth Management
Colorado
$192K -$163K -1,785 -45%
SCM
447
Silvant Capital Management
Georgia
$162K
TRCT
448
Tower Research Capital (TRC)
New York
$158K -$1.17M -12,828 -88%
HI
449
Horizon Investments
North Carolina
$157K +$13.2K +144 +9%
GRP
450
Global Retirement Partners
California
$155K +$159K +1,733 New

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.