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Pinnacle West Capital

658 hedge funds and large institutions have $10.7B invested in Pinnacle West Capital in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 250 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 47

33% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 188

6% more funds holding

Funds holding: 623658 (+35)

3.93% more ownership

Funds ownership: 97.2%101.13% (+3.9%)

3% more capital invested

Capital invested by funds: $10.4B → $10.7B (+$323M)

2% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $11M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
658
Holders Change
+35
Holders Change %
+5.62%
% of All Funds
8%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
94
Increased
250
Reduced
188
Closed
47
Calls
$10.9M
Puts
$11M
Net Calls
-$173K
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
476
AssetMark Inc
California
$115K -$4.21K -47 -4%
TC
477
Trust Company
Kansas
$113K +$60.5K +676 +113%
NRWA
478
North Ridge Wealth Advisors
Oregon
$109K
MCM
479
MAI Capital Management
Ohio
$102K -$40.2K -449 -28%
AIP
480
Ameritas Investment Partners
Nebraska
$96.9K
FGAM
481
Financial Gravity Asset Management
Texas
$96.2K +$97.2K +1,085 New
SL
482
Salomon & Ludwin
Virginia
$95.2K -$3.49K -39 -3%
PWMG
483
Prestige Wealth Management Group
New Jersey
$90.9K -$896 -10 -1%
TWC
484
TD Waterhouse Canada
Ontario, Canada
$90.5K +$1.7K +19 +2%
PTC
485
Private Trust Company
Ohio
$90.4K +$358 +4 +0.4%
MAFA
486
MJT & Associates Financial Advisory
Minnesota
$89.7K
HSA
487
Hussman Strategic Advisors
Maryland
$88.7K
KAS
488
Kestra Advisory Services
Texas
$88.4K +$89.3K +997 New
YDMI
489
Y.D. More Investments
Israel
$83.9K -$27.6K -308 -25%
DJSG
490
D.J. St. Germain
Massachusetts
$82.7K
AF
491
Advisornet Financial
Minnesota
$79.3K
API
492
Asset Planning Inc
California
$75.4K
HI
493
Harbour Investments
Wisconsin
$75K +$269 +3 +0.4%
Group One Trading
494
Group One Trading
Illinois
$71.6K +$72.3K +807 New
NS
495
NBC Securities
Alabama
$71.6K -$3.48M -38,901 -98%
DCM
496
Dorato Capital Management
Colorado
$69.2K +$67.2K +750 New
DAM
497
Delta Asset Management
Tennessee
$67.1K
MCM
498
Manchester Capital Management
Vermont
$63.7K +$1.79K +20 +3%
CB
499
CNB Bank
Pennsylvania
$63.4K
FCAS
500
First Command Advisory Services
Texas
$62.1K