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Pinnacle West Capital

610 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, 223 increasing their positions, 206 reducing their positions, and 65 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%97.18% (-0.82%)

3% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 65

3% less funds holding

Funds holding: 627610 (-17)

Holders
610
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
APM
576
Advanced Portfolio Management
New York
$2.51K
HHMI
577
Howard Hughes Medical Institute
Maryland
$2.24K
WPA
578
Wealth Preservation Advisors
Tennessee
$1.97K
DPW
579
DiNuzzo Private Wealth
Pennsylvania
$1.7K
UCB
580
United Community Bank
South Carolina
$1.61K
W
581
WealthCollab
Washington
$1.52K
LWA
582
Lowe Wealth Advisors
Maryland
$1.52K
MSWM
583
Mowery & Schoenfeld Wealth Management
Illinois
$1.36K
WWA
584
Wealth Watch Advisors
Colorado
$1.17K
TFA
585
Transamerica Financial Advisors
Florida
$1.08K
WCM
586
Winthrop Capital Management
Indiana
$1K
CAL
587
Capital Advisors Ltd
Ohio
$1K
CCM
588
Cloud Capital Management
Washington
$1K
MCA
589
Maryland Capital Advisors
Maryland
$987
BWL
590
Bogart Wealth LLC
Virginia
$906
DF
591
Dunhill Financial
United Kingdom
$811
NWM
592
Nova Wealth Management
Florida
$717
RF
593
Rossby Financial
Florida
$705
OCM
594
Orion Capital Management
California
$628
NSIM
595
North Star Investment Management
Illinois
$628
EWM
596
Evolution Wealth Management
Florida
$538
MEG
597
Millstone Evans Group
Colorado
$538
ADL
598
Asset Dedication LLC
California
$538
HWA
599
Heartwood Wealth Advisors
Virginia
$538
WA
600
WestEnd Advisors
North Carolina
$538