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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 93 funds opening new positions, 251 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 188

5% more funds holding

Funds holding: 624658 (+34)

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
+34
Holders Change %
+5.45%
% 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
93
Increased
251
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
CA
526
Clearstead Advisors
Ohio
$34.9K +$16.6K +185 +89%
CH
527
Cromwell Holdings
Wyoming
$34.2K
WA
528
WPG Advisers
Maryland
$32.6K +$3.13K +35 +11%
YP
529
YANKCOM Partnership
South Dakota
$30.2K
BTI
530
Blue Trust Inc
Georgia
$30K -$61.3K -684 -67%
OL
531
OneFund LLC
Florida
$29.4K +$1.88K +21 +7%
RFP
532
Root Financial Partners
California
$29.3K +$5.64K +63 +24%
SIM
533
Sentry Investment Management
Wisconsin
$29K
CAM
534
Chesapeake Asset Management
New York
$28.8K
BW
535
Bravera Wealth
North Dakota
$28.4K +$28.7K +320 New
BCM
536
Boreal Capital Management
Florida
$28.1K
CT
537
Caldwell Trust
Florida
$26.6K
GWP
538
Gen-Wealth Partners
Michigan
$26.6K
C
539
Covestor
United Kingdom
$26K -$358 -4 -1%
DMBA
540
Deseret Mutual Benefit Administrators
Utah
$26K
PFBT
541
Parkside Financial Bank & Trust
Missouri
$25.6K +$1.16K +13 +5%
Q1WB
542
Quest 10 Wealth Builders
Virginia
$24.1K +$24.4K +272 New
ECM
543
Estabrook Capital Management
New York
$23.9K
SIC
544
SJS Investment Consulting
Ohio
$20.6K
SAM
545
Smartleaf Asset Management
Massachusetts
$19.9K +$5.82K +65 +41%
JWA
546
JFS Wealth Advisors
Pennsylvania
$18.7K +$12.9K +144 +215%
CAM
547
Costello Asset Management
Pennsylvania
$18.6K -$5.46K -61 -23%
KFAS
548
Keating Financial Advisory Services
Kansas
$17.9K +$18.1K +202 New
TCOV
549
Trust Company of Vermont
Vermont
$17.7K
SIS
550
Sound Income Strategies
Florida
$17.1K +$9.4K +105 +136%