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Pinnacle West Capital
PNW

Overview Fund Activity

623 hedge funds and large institutions have $10.5B invested in Pinnacle West Capital in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 242 increasing their positions, 190 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+13
Holders Change %
+2.13%
% of All Funds
8.35%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
81
Increased
242
Reduced
190
Closed
58
Calls
$13.5M
Puts
$5.68M
Net Calls
+$7.78M
Net Calls Change
+$3.68M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$235M
2
Deutsche Bank
Deutsche Bank
Germany
+$71.4M
3
Millennium Management
Millennium Management
New York
+$65.5M
4
ZP
Zimmer Partners
New York
+$40.3M
5
Two Sigma Investments
Two Sigma Investments
New York
+$34.3M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$51M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$38.7M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$35.7M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$31.9M
5
Renaissance Technologies
Renaissance Technologies
New York
-$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
526
Clearstead Trust
Maine
$23.9K +$716 +8 +3%
ABWM
527
Alpine Bank Wealth Management
Colorado
$20.8K – – –
HFS
528
Hantz Financial Services
Michigan
$20K +$20K +229 New
TIM
529
Tortoise Investment Management
New York
$17.9K – – –
TCOV
530
Trust Company of Vermont
Vermont
$17.8K – – –
CA
531
CoreCap Advisors
Michigan
$17.5K -$2.88K -32 -14%
HWA
532
Heritage Wealth Advisors
Virginia
$15.6K – – –
BIA
533
Bell Investment Advisors
California
$15.6K – – –
CA
534
Clearstead Advisors
Ohio
$14.9K +$9.04K +101 +153%
LI
535
LRI Investments
Florida
$14.6K – – –
SN
536
Sittner & Nelson
Oregon
$13.4K -$8.95K -100 -40%
HWM
537
Hemington Wealth Management
Virginia
$13K +$1.35K +16 +12%
SS
538
SBI Securities
Japan
$12.6K -$716 -8 -5%
CSB
539
City State Bank
Iowa
$12.6K – – –
AGWCA
540
Annis Gardner Whiting Capital Advisors
Florida
$11.9K – – –
PB
541
Pinnacle Bancorp
Nebraska
$11.3K – – –
JFGIW
542
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.8K – – –
EWA
543
EQ Wealth Advisors
Texas
$10.6K – – –
SA
544
SRH Advisors
Kansas
$9.84K – – –
EWM
545
Evolution Wealth Management
Florida
$9.84K +$9.84K +110 New
NC
546
NewSquare Capital
Pennsylvania
$9.39K +$3.49K +39 +59%
SWP
547
Strategic Wealth Partners
Ohio
$9.39K +$9.39K +105 New
SC
548
Stephens Consulting
Michigan
$9.22K +$268 +3 +3%
RTL
549
Red Tortoise LLC
Georgia
$9.13K – – –
BCWM
550
Bartlett & Co Wealth Management
Ohio
$9.04K +$89 +1 +1%
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