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Pinnacle West Capital

610 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, 223 increasing their positions, 206 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

0.82% less ownership

Funds ownership: 98%97.18% (-0.82%)

3% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 65

3% less funds holding

Funds holding: 627610 (-17)

Holders
610
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18M
Puts
$4.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
551
Signature Resources Capital Management
California
$8.34K
SWM
552
Spire Wealth Management
Virginia
$8.25K
FP
553
Financial Perspectives
Minnesota
$7.26K
WTC
554
WhitTier Trust Company
Nevada
$7.21K
SIS
555
Sound Income Strategies
Florida
$7.05K
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$6.72K
FDCP
557
Foster Dykema Cabot & Partners
Massachusetts
$6.54K
PSB
558
Piscataqua Savings Bank
New Hampshire
$6.28K
JWA
559
JFS Wealth Advisors
Pennsylvania
$6.01K
BI
560
Binnacle Investments
Iowa
$5.65K
NEWAS
561
N.E.W. Advisory Services
Wisconsin
$5.56K
OC
562
Oakworth Capital
Alabama
$5.2K
RF
563
Roxbury Financial
New Jersey
$5.17K
GBT
564
Grove Bank & Trust
Florida
$4.66K
BGAI
565
Bruce G. Allen Investments
Colorado
$4.57K
GKIM
566
GW&K Investment Management
Massachusetts
$4K
CT
567
Colonial Trust
South Carolina
$3.74K
PWMG
568
Private Wealth Management Group
New Jersey
$3.68K
ACM
569
Anfield Capital Management
California
$3.68K
PWA
570
Physician Wealth Advisors
Utah
$3.5K
SS
571
Sunbelt Securities
Texas
$3.14K
WAG
572
Wiser Advisor Group
Arizona
$2.96K
PP
573
Pacifica Partners
Canada
$2.91K
OP
574
ORG Partners
Indiana
$2.62K
TIM
575
Thompson Investment Management
Wisconsin
$2.51K