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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
CHC
451
City Holding Co
West Virginia
$155K -$9.42K -103 -6%
FFO
452
Fortitude Family Office
Arizona
$147K -$110K -1,207 -42%
MCM
453
MAI Capital Management
Ohio
$144K +$2.01K +22 +1%
YDMI
454
Y.D. More Investments
Israel
$143K +$29.8K +326 +25%
DB
455
Danske Bank
Denmark
$143K
SOAMC
456
Spirit of America Management Corp
New York
$143K +$91.5K +1,000 +167%
PS
457
Principal Securities
Iowa
$128K -$136K -1,489 -51%
S
458
SignatureFD
Georgia
$123K +$9.42K +103 +8%
CI
459
CX Institutional
Indiana
$122K +$274 +3 +0.2%
GWSG
460
GPS Wealth Strategies Group
Colorado
$121K -$5.85K -64 -5%
AssetMark Inc
461
AssetMark Inc
California
$120K +$112K +1,221 +1,001%
EWA
462
EverSource Wealth Advisors
Alabama
$119K +$12.8K +140 +12%
T
463
Tidemark
California
$118K +$37.3K +408 +45%
LFG
464
Larson Financial Group
Missouri
$115K +$3.11K +34 +3%
UB
465
UMB Bank
Missouri
$113K -$91 -1 -0.1%
RAM
466
Resona Asset Management
Japan
$111K +$18.8K +206 +20%
NRWA
467
North Ridge Wealth Advisors
Oregon
$110K
DJSG
468
D.J. St. Germain
Massachusetts
$101K +$17.1K +187 +20%
SL
469
Salomon & Ludwin
Virginia
$97.8K
AIP
470
Ameritas Investment Partners
Nebraska
$97.8K -$9.33K -102 -9%
BTI
471
Blue Trust Inc
Georgia
$94.2K -$3.84K -42 -4%
AF
472
Allworth Financial
California
$93.8K +$24.5K +268 +34%
PWMG
473
Prestige Wealth Management Group
New Jersey
$92.6K
TWC
474
TD Waterhouse Canada
Ontario, Canada
$92K +$18.3K +200 +25%
MAFA
475
MJT & Associates Financial Advisory
Minnesota
$90.5K

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.