We are live on ! Find out more
PNW icon

Pinnacle West Capital
PNW

703 hedge funds and large institutions have $12.6B invested in Pinnacle West Capital in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 260 increasing their positions, 195 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $7.63M

138% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 42

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

33% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 195

17% more capital invested

Capital invested by funds: $10.7B → $12.6B (+$1.84B)

7% more funds holding

Funds holding: 658 → 703 (+45)

2.1% more ownership

Funds ownership: 101.13% → 103.23% (+2.1%)

Holders
703
Holders Change
+45
Holders Change %
+6.84%
% of All Funds
8.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
100
Increased
260
Reduced
195
Closed
42
Calls
$27.7M
Puts
$7.63M
Net Calls
+$20.1M
Net Calls Change
+$20.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$286M
2
SCP
Soroban Capital Partners
New York
+$94.3M
3
Goldman Sachs
Goldman Sachs
New York
+$86.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$84.8M
5
AIP
Atlas Infrastructure Partners
United Kingdom
+$59.1M

Top Sellers

1
WHRC
W.H. Reaves & Co
New Jersey
-$61.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$57.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$55.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$41.9M
5
First Trust Advisors
First Trust Advisors
Illinois
-$37.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
426
Arax Advisory Partners
Colorado
$326K -$68.5K -710 -18%
MM
427
MQS Management
New York
$326K +$312K +3,231 New
SAM
428
Securian Asset Management
Minnesota
$324K – – –
IAS
429
Investment Advisory Services
Texas
$320K -$96 -1 -0%
VAM
430
Verity Asset Management
North Carolina
$319K -$16.7K -173 -5%
WPC
431
Wedmont Private Capital
Pennsylvania
$315K +$48.5K +503 +20%
IPWA
432
International Private Wealth Advisors
California
$310K +$33.9K +351 +13%
EH
433
Equitable Holdings
New York
$305K -$675 -7 -0.2%
HNB
434
Huntington National Bank
Ohio
$304K +$96 +1 +0%
BBHC
435
Brown Brothers Harriman & Co
New York
$304K +$52.1K +540 +22%
DTL
436
Dynamic Technology Lab
Singapore
$303K -$591K -6,124 -67%
DDC
437
DF Dent & Co
Maryland
$302K – – –
PAS
438
Park Avenue Securities
New York
$301K -$148K -1,532 -34%
EI
439
Ethic Inc
New York
$301K -$5.69K -59 -2%
NHT
440
New Hampshire Trust
New Hampshire
$300K -$70.3K -729 -20%
BFS
441
Bradley Foster & Sargent
Connecticut
$300K -$47.1K -488 -14%
HAS
442
Holland Advisory Services
Florida
$300K – – –
WS
443
Wedbush Securities
California
$299K +$14.5K +150 +5%
JF
444
JMN Financial
Ohio
$299K +$286K +2,963 New
BP
445
Ballentine Partners
Massachusetts
$297K +$32.7K +339 +13%
ASN
446
Advisory Services Network
Georgia
$296K -$70.9K -735 -20%
SO
447
STRS Ohio
Ohio
$287K -$482 -5 -0.2%
MEAC
448
M.E. Allison & Co
Texas
$287K – – –
SWM
449
Shepherd Wealth Management
Ohio
$284K – – –
C
450
Certuity
Florida
$281K +$269K +2,792 New
16 17
18
19 20

PNW Hedge Fund Activity: Q1 2026 in Review

703 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q1 2026, worth a combined $12.6B — up 17% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new PNW positions and 42 closed out — a net gain of 58 holders — while 260 added to existing stakes and 195 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $286M. The largest seller was W.H. Reaves & Co, cutting an estimated $61.9M.

  • 703 institutional investors held Pinnacle West Capital (PNW) as of Q1 2026, up from 658 in Q4 2025.
  • Funds reported $12.6B of Pinnacle West Capital stock for Q1 2026, up 17% quarter-over-quarter.
  • 100 funds opened new Pinnacle West Capital positions in Q1 2026 and 42 closed out, a net change of +58 holders.
  • The largest Pinnacle West Capital buyer in Q1 2026 was Capital Research Global Investors, an estimated $286M added.
  • The largest Pinnacle West Capital seller in Q1 2026 was W.H. Reaves & Co, an estimated $61.9M sold.

Based on aggregated 13F filings for Q1 2026.