PNW icon

Pinnacle West Capital

616 hedge funds and large institutions have $10.4B invested in Pinnacle West Capital in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 224 increasing their positions, 209 reducing their positions, and 66 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: 98.01%97.19% (-0.82%)

6% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 66

2% less funds holding

Funds holding: 630616 (-14)

Holders
616
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
SWP
551
Strategic Wealth Partners
Ohio
$9.41K
RTL
552
Red Tortoise LLC
Georgia
$9.14K
BCWM
553
Bartlett & Co Wealth Management
Ohio
$9.06K
SC
554
Stephens Consulting
Michigan
$8.97K
BFPW
555
BOK Financial Private Wealth
Colorado
$8.97K
CTB
556
Country Trust Bank
Illinois
$8.97K
SRCM
557
Signature Resources Capital Management
California
$8.34K
SWM
558
Spire Wealth Management
Virginia
$8.25K
FP
559
Financial Perspectives
Minnesota
$7.26K
WTC
560
WhitTier Trust Company
Nevada
$7.21K
SIS
561
Sound Income Strategies
Florida
$7.05K
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$6.72K
FDCP
563
Foster Dykema Cabot & Partners
Massachusetts
$6.54K
PSB
564
Piscataqua Savings Bank
New Hampshire
$6.28K
JWA
565
JFS Wealth Advisors
Pennsylvania
$6.01K
BI
566
Binnacle Investments
Iowa
$5.65K
NEWAS
567
N.E.W. Advisory Services
Wisconsin
$5.56K
OC
568
Oakworth Capital
Alabama
$5.2K
RF
569
Roxbury Financial
New Jersey
$5.17K
GBT
570
Grove Bank & Trust
Florida
$4.66K
BGAI
571
Bruce G. Allen Investments
Colorado
$4.57K
GKIM
572
GW&K Investment Management
Massachusetts
$4K
CT
573
Colonial Trust
South Carolina
$3.74K
PWMG
574
Private Wealth Management Group
New Jersey
$3.68K
ACM
575
Anfield Capital Management
California
$3.68K