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Pinnacle West Capital

624 hedge funds and large institutions have $10.4B invested in Pinnacle West Capital in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 227 increasing their positions, 209 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

262% more call options, than puts

Call options by funds: $18M | Put options by funds: $4.98M

9% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 209

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$58.3M)

0.81% less ownership

Funds ownership: 98.01%97.2% (-0.81%)

3% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 65

1% less funds holding

Funds holding: 632624 (-8)

Holders
624
Holders Change
-8
Holders Change %
-1.27%
% of All Funds
8.19%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
63
Increased
227
Reduced
209
Closed
65
Calls
$18M
Puts
$4.98M
Net Calls
+$13M
Net Calls Change
+$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
526
Caldwell Trust
Florida
$26.9K
GWP
527
Gen-Wealth Partners
Michigan
$26.9K
DMBA
528
Deseret Mutual Benefit Administrators
Utah
$26.3K
C
529
Covestor
United Kingdom
$26K -$270 -3 -1%
PFBT
530
Parkside Financial Bank & Trust
Missouri
$24.7K -$3.06K -34 -11%
CAM
531
Costello Asset Management
Pennsylvania
$24.2K +$90 +1 +0.4%
ECM
532
Estabrook Capital Management
New York
$24.2K
CT
533
Clearstead Trust
Maine
$23.9K
RFP
534
Root Financial Partners
California
$23.9K +$24K +267 New
SIC
535
SJS Investment Consulting
Ohio
$20.8K +$20.1K +223 +2,478%
Walleye Capital
536
Walleye Capital
New York
$18.7K -$2.38M -26,399 -99%
CA
537
Clearstead Advisors
Ohio
$18.7K +$3.78K +42 +25%
SSG
538
Summit Securities Group
New York
$18.6K +$11.4K +127 +159%
TIM
539
Tortoise Investment Management
New York
$18K +$90 +1 +0.5%
TCOV
540
Trust Company of Vermont
Vermont
$17.8K
BIA
541
Bell Investment Advisors
California
$15.6K
HWA
542
Heritage Wealth Advisors
Virginia
$15.6K
LI
543
LRI Investments
Florida
$14.6K
RF
544
Robinswood Financial
Washington
$14.3K +$14.4K +160 New
SAM
545
Smartleaf Asset Management
Massachusetts
$13.8K +$7.47K +83 +111%
JFGIW
546
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.6K +$2.79K +31 +26%
HWM
547
Hemington Wealth Management
Virginia
$13K -$450 -5 -3%
AGWCA
548
Annis Gardner Whiting Capital Advisors
Florida
$11.7K -$180 -2 -2%
PB
549
Pinnacle Bancorp
Nebraska
$11.3K
SS
550
SBI Securities
Japan
$11.2K -$1.44K -16 -11%