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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
TFGT
501
TS Financial Group (TSFG)
Illinois
$56K
UB
502
UMB Bank
Missouri
$52.2K -$85.5K -955 -62%
KSB
503
Kennebec Savings Bank
Maine
$51.8K
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$48.1K
EWA
505
EverSource Wealth Advisors
Alabama
$47.2K -$1.25K -14 -3%
CTC
506
Central Trust Company
Missouri
$46.6K -$2.24K -25 -5%
SPIA
507
Steward Partners Investment Advisory
New York
$45.1K -$7.88K -88 -15%
WT
508
Whittier Trust
California
$45K +$5.37K +60 +14%
PCFFS
509
Pacific Center for Financial Services
California
$44.8K
MA
510
Montag & Associates
Georgia
$44.4K -$26.9K -300 -38%
CCMI
511
Creative Capital Management Investments
California
$44.4K
FFC
512
First Financial Corp
Indiana
$44.4K
GWM
513
Geneos Wealth Management
Colorado
$44.2K -$98.2K -1,096 -69%
RBC
514
Roble Belko & Company
Pennsylvania
$44K
AF
515
Alerus Financial
North Dakota
$43.4K
DekaBank Deutsche Girozentrale
516
DekaBank Deutsche Girozentrale
Germany
$43K
BLC
517
Brown, Lisle/Cummings
Rhode Island
$39.9K
QC
518
Quent Capital
New York
$38.8K +$9.4K +105 +32%
PWPS
519
Pinnacle Wealth Planning Services
Ohio
$38.4K +$38.8K +433 New
FHC
520
First Horizon Corporation
Tennessee
$38.1K -$16.1K -180 -30%
CH
521
CDKV Holdings
Colorado
$37.8K +$38.2K +426 New
CA
522
CoreCap Advisors
Michigan
$35.8K +$627 +7 +2%
CIA
523
Cape Investment Advisory
Georgia
$35.6K
FUBT
524
First United Bank & Trust
Maryland
$35.5K
MMG
525
Monetary Management Group
Missouri
$35.5K