PNW icon

Pinnacle West Capital
PNW

Overview Fund Activity

610 hedge funds and large institutions have $10.7B invested in Pinnacle West Capital in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 235 increasing their positions, 180 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
71
Increased
235
Reduced
180
Closed
70
Calls
$12M
Puts
$7.86M
Net Calls
+$4.1M
Net Calls Change
-$7.71M

Top Buyers

1
AIP
Atlas Infrastructure Partners
United Kingdom
+$186M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$86M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$73.7M
4
ECM
ExodusPoint Capital Management
New York
+$58.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$45.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$74M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.3M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$38.6M
4
MMA
Mizuho Markets Americas
New York
-$30.5M
5
UBS Group
UBS Group
Switzerland
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
451
SignatureFD
Georgia
$121K -$2.95K -31 -2%
UB
452
UMB Bank
Missouri
$121K +$5.53K +58 +5%
LFG
453
Larson Financial Group
Missouri
$119K -$402K -4,224 -77%
NRWA
454
North Ridge Wealth Advisors
Oregon
$117K – – –
AIP
455
Ameritas Investment Partners
Nebraska
$114K – – –
EWA
456
EverSource Wealth Advisors
Alabama
$113K +$40.5K +425 +56%
BTI
457
Blue Trust Inc
Georgia
$104K +$71.2K +747 +215%
SL
458
Salomon & Ludwin
Virginia
$103K – – –
RAM
459
Resona Asset Management
Japan
$98.7K +$32.1K +341 +48%
PWMG
460
Prestige Wealth Management Group
New Jersey
$98.6K +$97.6K +1,025 +10,250%
HFM
461
Harvest Fund Management
China
$97K -$761K -7,999 -89%
MAFA
462
MJT & Associates Financial Advisory
Minnesota
$96.3K +$96.3K +1,011 New
HSA
463
Hussman Strategic Advisors
Maryland
$95.3K – – –
AA
464
Ancora Advisors
Ohio
$90.5K – – –
DJSG
465
D.J. St. Germain
Massachusetts
$90K -$19.1K -200 -17%
BC
466
Bayforest Capital
United Kingdom
$89.1K +$40.3K +423 +83%
T
467
Tidemark
California
$86.6K – – –
API
468
Asset Planning Inc
California
$81K – – –
FHA
469
First Horizon Advisors
Tennessee
$80.4K +$3.62K +38 +5%
VCM
470
Versant Capital Management
Arizona
$79.6K +$72.2K +758 +972%
HI
471
Harbour Investments
Wisconsin
$79.1K -$1.14K -12 -1%
TWC
472
TD Waterhouse Canada
Ontario, Canada
$77.5K -$2.76K -29 -3%
MA
473
Montag & Associates
Georgia
$76.2K – – –
DAM
474
Delta Asset Management
Tennessee
$75.3K -$3.33K -35 -4%
AF
475
Allworth Financial
California
$73.7K +$11.8K +125 +19%
17 18
19
20 21