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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
WSFS
551
Wilmington Savings Fund Society
Delaware
$11.2K +$8.55K +95 +317%
SGK
552
Steigerwald Gordon & Koch
Virginia
$11.2K +$11.3K +125 New
HIIFS
553
Harel Insurance Investments & Financial Services
Israel
$11K +$11.2K +124 New
SA
554
SRH Advisors
Kansas
$9.86K
TWD
555
True Wealth Design
Ohio
$9.59K +$2.34K +26 +32%
SWP
556
Strategic Wealth Partners
Ohio
$9.41K
RTL
557
Red Tortoise LLC
Georgia
$9.14K
BCWM
558
Bartlett & Co Wealth Management
Ohio
$9.06K
SC
559
Stephens Consulting
Michigan
$8.97K -$270 -3 -3%
BFPW
560
BOK Financial Private Wealth
Colorado
$8.97K
CTB
561
Country Trust Bank
Illinois
$8.97K
SRCM
562
Signature Resources Capital Management
California
$8.34K
SWM
563
Spire Wealth Management
Virginia
$8.25K +$720 +8 +10%
FP
564
Financial Perspectives
Minnesota
$7.26K
WTC
565
WhitTier Trust Company
Nevada
$7.21K -$540 -6 -7%
SIS
566
Sound Income Strategies
Florida
$7.05K +$3.06K +34 +79%
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$6.72K
FDCP
568
Foster Dykema Cabot & Partners
Massachusetts
$6.54K
EP
569
Essential Partners
California
$6.54K +$4.86K +54 +284%
PSB
570
Piscataqua Savings Bank
New Hampshire
$6.28K
JWA
571
JFS Wealth Advisors
Pennsylvania
$6.01K
BI
572
Binnacle Investments
Iowa
$5.65K
NEWAS
573
N.E.W. Advisory Services
Wisconsin
$5.56K
MCM
574
MV Capital Management
Maryland
$5.29K
OC
575
Oakworth Capital
Alabama
$5.2K