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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
IPWA
426
International Private Wealth Advisors
California
$242K +$179 +2 +0.1%
MW
427
Marble Wealth
Alabama
$240K +$242K +2,702 New
HFS
428
Hantz Financial Services
Michigan
$239K +$125K +1,391 +106%
GI
429
GAMMA Investing
California
$236K -$23.6K -263 -9%
BP
430
Ballentine Partners
Massachusetts
$231K +$33.2K +371 +17%
CA
431
Crewe Advisors
Utah
$230K +$1.43K +16 +0.6%
HP
432
Havemeyer Place
Connecticut
$229K +$232K +2,585 New
JIC
433
Johnson Investment Counsel
Ohio
$229K
OPA
434
Old Port Advisors
Maine
$229K -$3.58K -40 -2%
Nomura Holdings
435
Nomura Holdings
Japan
$225K -$29.3K -327 -11%
CPSC
436
Carl P. Sherr & Co
Massachusetts
$225K
MGP
437
Metis Global Partners
California
$225K -$12.8K -143 -5%
AAG
438
Armstrong Advisory Group
Massachusetts
$224K
PFM
439
Patton Fund Management
Texas
$224K +$15.9K +177 +8%
EAN
440
Excelsior Advisor Network
Colorado
$223K +$225K +2,517 New
WPC
441
Wedmont Private Capital
Pennsylvania
$223K +$229K +2,553 New
TWM
442
TriaGen Wealth Management
California
$220K
BBHC
443
Brown Brothers Harriman & Co
New York
$219K +$135K +1,508 +156%
JCFM
444
JBR Co Financial Management
Oklahoma
$219K -$10.6K -118 -5%
EWA
445
EP Wealth Advisors
California
$219K +$221K +2,464 New
EWM
446
Empirical Wealth Management
Washington
$218K +$220K +2,460 New
NG
447
Norden Group
Utah
$215K +$217K +2,426 New
CA
448
Calton & Associates
Florida
$215K +$5.11K +57 +2%
AWM
449
Accurate Wealth Management
Florida
$213K +$214K +2,390 New
LAM
450
Longboard Asset Management
Arizona
$212K