We are live on ! Find out more
PNW icon

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
SA
551
SRH Advisors
Kansas
$9.84K
EWM
552
Evolution Wealth Management
Florida
$9.84K +$10.1K +110 New
NC
553
NewSquare Capital
Pennsylvania
$9.39K +$3.57K +39 +59%
SWP
554
Strategic Wealth Partners
Ohio
$9.39K +$9.61K +105 New
SC
555
Stephens Consulting
Michigan
$9.22K +$274 +3 +3%
RTL
556
Red Tortoise LLC
Georgia
$9.13K
BCWM
557
Bartlett & Co Wealth Management
Ohio
$9.04K +$91 +1 +1%
BFPW
558
BOK Financial Private Wealth
Colorado
$8.95K
CTB
559
Country Trust Bank
Illinois
$8.95K
MPW
560
MASECO Private Wealth
$8.95K +$9.15K +100 New
SRCM
561
Signature Resources Capital Management
California
$8.32K +$8.51K +93 New
MYIA
562
Mount Yale Investment Advisors
Colorado
$8.23K +$8.42K +92 New
GBT
563
Grove Bank & Trust
Florida
$8.05K +$823 +9 +11%
WTC
564
WhitTier Trust Company
Nevada
$7.69K +$549 +6 +8%
SWM
565
Spire Wealth Management
Virginia
$7.51K -$366 -4 -5%
TWD
566
True Wealth Design
Ohio
$7.25K +$732 +8 +11%
FP
567
Financial Perspectives
Minnesota
$7.25K
SSG
568
Summit Securities Group
New York
$7.16K +$7.32K +80 New
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$6.71K
SAM
570
Smartleaf Asset Management
Massachusetts
$6.64K -$457 -5 -6%
FDCP
571
Foster Dykema Cabot & Partners
Massachusetts
$6.53K
PSB
572
Piscataqua Savings Bank
New Hampshire
$6.26K
JWA
573
JFS Wealth Advisors
Pennsylvania
$6K -$457 -5 -7%
BI
574
Binnacle Investments
Iowa
$5.64K
NEWAS
575
N.E.W. Advisory Services
Wisconsin
$5.55K

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.