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Pinnacle West Capital

657 hedge funds and large institutions have $10.7B invested in Pinnacle West Capital in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 250 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 47

33% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 188

5% more funds holding

Funds holding: 623657 (+34)

3.93% more ownership

Funds ownership: 97.2%101.13% (+3.9%)

3% more capital invested

Capital invested by funds: $10.4B → $10.7B (+$323M)

2% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $11M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
657
Holders Change
+34
Holders Change %
+5.46%
% of All Funds
7.99%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
93
Increased
250
Reduced
188
Closed
47
Calls
$10.9M
Puts
$11M
Net Calls
-$173K
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
551
Clearstead Trust
Maine
$16.5K -$7.25K -81 -30%
Optiver Holding
552
Optiver Holding
Netherlands
$16.1K +$16.3K +182 New
SSG
553
Summit Securities Group
New York
$15.8K -$2.6K -29 -14%
HWA
554
Heritage Wealth Advisors
Virginia
$15.4K
DE
555
DV Equities
Illinois
$14.8K +$15K +167 New
PAI
556
Pittenger & Anderson Inc
Nebraska
$14.8K +$15K +167 New
IAIM
557
International Assets Investment Management
Florida
$12.9K +$13K +145 New
BIA
558
Bell Investment Advisors
California
$12.6K -$2.87K -32 -18%
HIIFS
559
Harel Insurance Investments & Financial Services
Israel
$12K +$717 +8 +6%
AGWCA
560
Annis Gardner Whiting Capital Advisors
Florida
$11.9K +$269 +3 +2%
SS
561
SBI Securities
Japan
$11.4K +$358 +4 +3%
PB
562
Pinnacle Bancorp
Nebraska
$11.2K
SGK
563
Steigerwald Gordon & Koch
Virginia
$11.1K
WSFS
564
Wilmington Savings Fund Society
Delaware
$11.1K
BCWM
565
Bartlett & Co Wealth Management
Ohio
$10.9K +$1.97K +22 +22%
EWA
566
EQ Wealth Advisors
Texas
$10.5K +$10.6K +118 New
TWD
567
True Wealth Design
Ohio
$10K +$537 +6 +6%
SA
568
SRH Advisors
Kansas
$9.76K
SWP
569
Strategic Wealth Partners
Ohio
$9.31K
SWM
570
Spire Wealth Management
Virginia
$9.31K +$1.16K +13 +14%
SC
571
Stephens Consulting
Michigan
$9.14K +$269 +3 +3%
RTL
572
Red Tortoise LLC
Georgia
$9.05K
MPW
573
MASECO Private Wealth
$8.87K +$8.96K +100 New
BFPW
574
BOK Financial Private Wealth
Colorado
$8.87K
CTB
575
Country Trust Bank
Illinois
$8.87K