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Pinnacle West Capital
PNW

Overview Fund Activity

610 hedge funds and large institutions have $10.7B invested in Pinnacle West Capital in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 235 increasing their positions, 180 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
71
Increased
235
Reduced
180
Closed
70
Calls
$12M
Puts
$7.86M
Net Calls
+$4.1M
Net Calls Change
-$7.71M

Top Buyers

1
AIP
Atlas Infrastructure Partners
United Kingdom
+$186M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$86M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$73.7M
4
ECM
ExodusPoint Capital Management
New York
+$58.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$45.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$74M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.3M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$38.6M
4
MMA
Mizuho Markets Americas
New York
-$30.5M
5
UBS Group
UBS Group
Switzerland
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
576
Wilmington Savings Fund Society
Delaware
$2.86K – – –
DF
577
Dunhill Financial
United Kingdom
$2.46K -$189 -2 -7%
CWC
578
Carolinas Wealth Consulting
North Carolina
$2.38K +$286 +3 +14%
WPA
579
Wealth Preservation Advisors
Tennessee
$2.1K +$2.1K +22 New
CPG
580
Cornerstone Planning Group
New Jersey
$1.89K +$283 +3 +18%
DPW
581
DiNuzzo Private Wealth
Pennsylvania
$1.81K – – –
WA
582
Whipplewood Advisors
Colorado
$1.81K +$1.43K +71 +374%
W
583
WealthCollab
Washington
$1.62K – – –
SIC
584
SJS Investment Consulting
Ohio
$1.43K – – –
RWM
585
Rialto Wealth Management
New York
$1.43K +$1.43K +15 New
GFPC
586
Global Financial Private Client
Florida
$1.33K +$858 +9 +180%
HWA
587
HHM Wealth Advisors
Tennessee
$1.14K – – –
WCM
588
Winthrop Capital Management
Indiana
$1K – – –
OAJ
589
Ogorek Anthony Joseph
New York
$1K +$1K +18 New
OP
590
ORG Partners
Indiana
$980 – – –
SO
591
Sierra Ocean
California
$877 – – –
NWM
592
Nova Wealth Management
Florida
$762 – – –
PWA
593
Physician Wealth Advisors
Utah
$762 – – –
GC
594
Garde Capital
Washington
$762 +$762 +8 New
OCM
595
Orion Capital Management
California
$667 – – –
HHGA
596
Halbert Hargrove Global Advisors
California
$667 +$667 +7 New
SC
597
SouthState Corp
Florida
$667 +$667 +7 New
MEG
598
Millstone Evans Group
Colorado
$572 – – –
ADL
599
Asset Dedication LLC
California
$572 – – –
RAM
600
Riggs Asset Management
Pennsylvania
$572 – – –
22 23
24
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