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Pinnacle West Capital

624 hedge funds and large institutions have $10.4B invested in Pinnacle West Capital in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 227 increasing their positions, 209 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

262% more call options, than puts

Call options by funds: $18M | Put options by funds: $4.98M

9% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 209

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$58.3M)

0.81% less ownership

Funds ownership: 98.01%97.2% (-0.81%)

3% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 65

1% less funds holding

Funds holding: 632624 (-8)

Holders
624
Holders Change
-8
Holders Change %
-1.27%
% of All Funds
8.19%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
63
Increased
227
Reduced
209
Closed
65
Calls
$18M
Puts
$4.98M
Net Calls
+$13M
Net Calls Change
+$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Crewe Advisors
Utah
$231K +$1.44K +16 +0.6%
AAG
427
Armstrong Advisory Group
Massachusetts
$226K
MC
428
Moors & Cabot
Massachusetts
$226K -$3.6K -40 -2%
WB
429
WesBanco Bank
West Virginia
$223K -$810 -9 -0.4%
DCM
430
DGS Capital Management
New Jersey
$223K +$224K +2,489 New
TWM
431
TriaGen Wealth Management
California
$222K
VF
432
Virtu Financial
New York
$222K -$1.38M -15,361 -86%
CPSC
433
Carl P. Sherr & Co
Massachusetts
$215K
LAM
434
Longboard Asset Management
Arizona
$214K
CA
435
Calton & Associates
Florida
$212K +$213K +2,363 New
PFM
436
Patton Fund Management
Texas
$211K
VFA
437
Valeo Financial Advisors
Indiana
$208K -$3.69K -41 -2%
WANY
438
Wealthspire Advisors (New York)
New York
$207K -$50.8K -564 -20%
SDIC
439
South Dakota Investment Council
South Dakota
$206K -$36K -400 -15%
IWC
440
Integrated Wealth Concepts
Massachusetts
$206K +$207K +2,295 New
MSE
441
MUFG Securities EMEA
United Kingdom
$205K +$174K +1,933 +548%
RMF
442
Red Mountain Financial
Colorado
$202K
UCFA
443
United Capital Financial Advisors
Texas
$201K +$202K +2,245 New
BWA
444
Babb Wealth Advisors
Arizona
$201K
BP
445
Ballentine Partners
Massachusetts
$200K -$1.89K -21 -0.9%
PE
446
Point72 Europe
United Kingdom
$200K +$201K +2,228 New
CPCPP
447
Canada Post Corporation Pension Plan
Canada
$188K +$156K +1,730 +414%
SAM
448
Shell Asset Management
Netherlands
$171K -$207K -2,301 -55%
SCM
449
Silvant Capital Management
Georgia
$162K
HI
450
Horizon Investments
North Carolina
$156K -$1.62K -18 -1%