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Pinnacle West Capital
PNW

Overview Fund Activity

610 hedge funds and large institutions have $10.7B invested in Pinnacle West Capital in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 235 increasing their positions, 180 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
71
Increased
235
Reduced
180
Closed
70
Calls
$12M
Puts
$7.86M
Net Calls
+$4.1M
Net Calls Change
-$7.71M

Top Buyers

1
AIP
Atlas Infrastructure Partners
United Kingdom
+$186M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$86M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$73.7M
4
ECM
ExodusPoint Capital Management
New York
+$58.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$45.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$74M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.3M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$38.6M
4
MMA
Mizuho Markets Americas
New York
-$30.5M
5
UBS Group
UBS Group
Switzerland
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$7.14K – – –
TWD
552
True Wealth Design
Ohio
$6.95K +$3.05K +32 +78%
FDCP
553
Foster Dykema Cabot & Partners
Massachusetts
$6.95K – – –
JWA
554
JFS Wealth Advisors
Pennsylvania
$6.86K +$476 +5 +7%
PSB
555
Piscataqua Savings Bank
New Hampshire
$6.67K – – –
NC
556
NewSquare Capital
Pennsylvania
$6.29K +$3.43K +36 +120%
CA
557
Clearstead Advisors
Ohio
$6.29K +$6.29K +66 New
BI
558
Binnacle Investments
Iowa
$6K +$6K +63 New
NEWAS
559
N.E.W. Advisory Services
Wisconsin
$5.91K +$5.91K +62 New
MCM
560
MV Capital Management
Maryland
$5.62K – – –
OC
561
Oakworth Capital
Alabama
$5.53K – – –
BGAI
562
Bruce G. Allen Investments
Colorado
$4.86K – – –
LWA
563
Lowe Wealth Advisors
Maryland
$4.76K – – –
CT
564
Colonial Trust
South Carolina
$4.61K -$21.9K -228 -83%
BCMLT
565
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.27K +$95 +1 +2%
GKIM
566
GW&K Investment Management
Massachusetts
$4K +$2.49K +28 +165%
PWMG
567
Private Wealth Management Group
New Jersey
$3.91K – – –
ACM
568
Anfield Capital Management
California
$3.91K – – –
SFA
569
Semmax Financial Advisors
North Carolina
$3.55K +$91 +1 +3%
RF
570
Roxbury Financial
New Jersey
$3.3K +$92 +1 +3%
SIM
571
Synergy Investment Management
Florida
$3.24K – – –
BC
572
Barrett & Company
Rhode Island
$3.14K -$12.8K -134 -80%
WAG
573
Wiser Advisor Group
Arizona
$3.14K – – –
PP
574
Pacifica Partners
Canada
$3.14K – – –
Simplex Trading
575
Simplex Trading
Illinois
$3K +$3K +37 New
21 22
23
24 25