We are live on ! Find out more
PNW icon

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
Empower Advisory Group
26
Empower Advisory Group
Colorado
$75.9M -$2.71M -29,669 -3%
Bank of America
27
Bank of America
North Carolina
$75.5M -$9.42M -103,015 -11%
MIM
28
Merewether Investment Management
Texas
$65.7M +$2.55M +27,910 +4%
CFC
29
Cincinnati Financial Corp
Ohio
$65.3M
Legal & General Group
30
Legal & General Group
United Kingdom
$62.5M +$4.11M +44,962 +7%
ECM
31
ExodusPoint Capital Management
New York
$61.7M +$6.51M +71,120 +11%
Squarepoint
32
Squarepoint
New York
$56.2M -$2.28M -24,925 -4%
DPIM
33
Duff & Phelps Investment Management
Illinois
$55.9M
Barclays
34
Barclays
United Kingdom
$50.5M -$10M -109,369 -16%
JP Morgan Chase
35
JP Morgan Chase
New York
$47.9M -$5.87M -64,154 -11%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$45M -$36.5M -399,254 -44%
Newport Trust Company
37
Newport Trust Company
District of Columbia
$44.8M -$1.37M -14,973 -3%
ZP
38
Zimmer Partners
New York
$44.7M +$41.2M +450,000 +900%
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$44.7M -$4.06M -44,400 -8%
EIP
40
Epoch Investment Partners
New York
$44.1M -$3.69M -40,317 -8%
Goldman Sachs
41
Goldman Sachs
New York
$42.4M +$3M +32,821 +7%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$40.7M -$7.12M -77,876 -15%
UBS AM
43
UBS AM
Illinois
$40.4M +$11.6M +127,071 +39%
Victory Capital Management
44
Victory Capital Management
Texas
$39.2M -$767K -8,389 -2%
PL
45
Perpetual Ltd
Australia
$37.5M +$1.94M +21,231 +5%
UBS Group
46
UBS Group
Switzerland
$37.5M -$23M -251,281 -37%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$35.7M -$7.21M -78,851 -16%
Treasurer of the State of North Carolina
48
Treasurer of the State of North Carolina
North Carolina
$34.4M +$19.8M +216,984 +129%
YCM
49
Yaupon Capital Management
New York
$33.3M +$12.1M +132,598 +55%
Jennison Associates
50
Jennison Associates
New York
$33M -$420K -4,590 -1%

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.