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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
GRP
451
Global Retirement Partners
California
$151K -$4.59K -51 -3%
CHC
452
City Holding Co
West Virginia
$148K -$6.75K -75 -4%
FFO
453
Fortitude Family Office
Arizona
$147K -$180 -2 -0.1%
CI Investments Inc
454
CI Investments Inc
Ontario, Canada
$145K -$85.5K -950 -37%
HPC
455
HM Payson & Co
Maine
$144K +$91.9K +1,021 +173%
DB
456
Danske Bank
Denmark
$143K
MCM
457
MAI Capital Management
Ohio
$143K -$810 -9 -0.6%
GWM
458
Geneos Wealth Management
Colorado
$143K -$49.3K -548 -26%
UB
459
UMB Bank
Missouri
$138K +$25.1K +279 +22%
PS
460
Principal Securities
Iowa
$134K +$5.76K +64 +4%
CI
461
CX Institutional
Indiana
$125K +$3.24K +36 +3%
RAM
462
Resona Asset Management
Japan
$123K +$13.9K +154 +12%
S
463
SignatureFD
Georgia
$121K -$1.89K -21 -2%
LFG
464
Larson Financial Group
Missouri
$121K +$5.67K +63 +5%
AssetMark Inc
465
AssetMark Inc
California
$120K -$180 -2 -0.1%
T
466
Tidemark
California
$118K
HFS
467
Hantz Financial Services
Michigan
$117K +$97.2K +1,080 +472%
YDMI
468
Y.D. More Investments
Israel
$112K -$32.9K -366 -23%
NRWA
469
North Ridge Wealth Advisors
Oregon
$110K
SL
470
Salomon & Ludwin
Virginia
$101K +$3.51K +39 +4%
AIP
471
Ameritas Investment Partners
Nebraska
$98K
GWSG
472
GPS Wealth Strategies Group
Colorado
$92.9K -$28.4K -316 -23%
PWMG
473
Prestige Wealth Management Group
New Jersey
$92.8K
BTI
474
Blue Trust Inc
Georgia
$91.6K -$2.7K -30 -3%
PTC
475
Private Trust Company
Ohio
$91K +$630 +7 +0.7%