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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
CT
526
Caldwell Trust
Florida
$26.8K
GWP
527
Gen-Wealth Partners
Michigan
$26.8K
TFIPS
528
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.8K
DMBA
529
Deseret Mutual Benefit Administrators
Utah
$26.2K
C
530
Covestor
United Kingdom
$26K +$366 +4 +1%
ECM
531
Estabrook Capital Management
New York
$24.2K -$5.12K -56 -17%
CAM
532
Costello Asset Management
Pennsylvania
$24.1K +$91 +1 +0.4%
CT
533
Clearstead Trust
Maine
$23.9K +$732 +8 +3%
ABWM
534
Alpine Bank Wealth Management
Colorado
$20.8K
HFS
535
Hantz Financial Services
Michigan
$20K +$20.9K +229 New
TIM
536
Tortoise Investment Management
New York
$17.9K
TCOV
537
Trust Company of Vermont
Vermont
$17.8K
CA
538
CoreCap Advisors
Michigan
$17.5K -$2.93K -32 -14%
BIA
539
Bell Investment Advisors
California
$15.6K
HWA
540
Heritage Wealth Advisors
Virginia
$15.6K
CA
541
Clearstead Advisors
Ohio
$14.9K +$9.24K +101 +153%
LI
542
LRI Investments
Florida
$14.6K
SN
543
Sittner & Nelson
Oregon
$13.4K -$9.15K -100 -40%
HWM
544
Hemington Wealth Management
Virginia
$13K +$1.46K +16 +12%
SS
545
SBI Securities
Japan
$12.6K -$732 -8 -5%
CSB
546
City State Bank
Iowa
$12.6K
AGWCA
547
Annis Gardner Whiting Capital Advisors
Florida
$11.9K
PB
548
Pinnacle Bancorp
Nebraska
$11.3K
JFGIW
549
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.8K
EWA
550
EQ Wealth Advisors
Texas
$10.6K

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.