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Pinnacle West Capital
PNW

616 hedge funds and large institutions have $10.9B invested in Pinnacle West Capital in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 234 increasing their positions, 184 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $12M | Put options by funds: $7.86M

27% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 184

14% more capital invested

Capital invested by funds: $9.57B → $10.9B (+$1.31B)

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

0% more funds holding

Funds holding: 616 → 616 (0)

3.54% less ownership

Funds ownership: 99.35% → 95.81% (-3.5%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
616
Holders Change
–
Holders Change %
0%
% of All Funds
8.26%
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
234
Reduced
184
Closed
69
Calls
$12M
Puts
$7.86M
Net Calls
+$4.1M
Net Calls Change
-$7.71M

Top Buyers

Rank Fund Capital Flow
1
AIP
Atlas Infrastructure Partners
United Kingdom
+$174M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$80.6M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$69.1M
4
ECM
ExodusPoint Capital Management
New York
+$55.2M
5
First Trust Advisors
First Trust Advisors
Illinois
+$42.8M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$69.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$55.6M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$36.1M
4
MMA
Mizuho Markets Americas
New York
-$30.5M
5
UBS Group
UBS Group
Switzerland
-$27.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
576
Synergy Investment Management
Florida
$3.24K – – –
BC
577
Barrett & Company
Rhode Island
$3.14K -$12K -134 -80%
WAG
578
Wiser Advisor Group
Arizona
$3.14K – – –
PP
579
Pacifica Partners
Canada
$3.14K – – –
Simplex Trading
580
Simplex Trading
Illinois
$3K +$3.3K +37 New
WSFS
581
Wilmington Savings Fund Society
Delaware
$2.86K – – –
DF
582
Dunhill Financial
United Kingdom
$2.46K -$179 -2 -7%
CWC
583
Carolinas Wealth Consulting
North Carolina
$2.38K +$268 +3 +14%
WPA
584
Wealth Preservation Advisors
Tennessee
$2.1K +$1.96K +22 New
CPG
585
Cornerstone Planning Group
New Jersey
$1.89K +$268 +3 +18%
DPW
586
DiNuzzo Private Wealth
Pennsylvania
$1.81K – – –
WA
587
Whipplewood Advisors
Colorado
$1.81K +$6.34K +71 +374%
W
588
WealthCollab
Washington
$1.62K – – –
SIC
589
SJS Investment Consulting
Ohio
$1.43K – – –
RWM
590
Rialto Wealth Management
New York
$1.43K +$1.34K +15 New
GFPC
591
Global Financial Private Client
Florida
$1.33K +$803 +9 +180%
HWA
592
HHM Wealth Advisors
Tennessee
$1.14K – – –
WCM
593
Winthrop Capital Management
Indiana
$1K – – –
OAJ
594
Ogorek Anthony Joseph
New York
$1K +$1.61K +18 New
OP
595
ORG Partners
Indiana
$980 – – –
SO
596
Sierra Ocean
California
$877 – – –
NWM
597
Nova Wealth Management
Florida
$762 – – –
PWA
598
Physician Wealth Advisors
Utah
$762 – – –
GC
599
Garde Capital
Washington
$762 +$714 +8 New
OCM
600
Orion Capital Management
California
$667 – – –
22 23
24
25 26

PNW Hedge Fund Activity: Q1 2025 in Review

616 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q1 2025, worth a combined $10.9B — up 14% from $9.57B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PNW positions and 69 closed out — a net gain of 2 holders — while 234 added to existing stakes and 184 trimmed.

The largest buyer was Atlas Infrastructure Partners, adding an estimated $174M. The largest seller was BlackRock, cutting an estimated $69.3M.

  • 616 institutional investors held Pinnacle West Capital (PNW) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $10.9B of Pinnacle West Capital stock for Q1 2025, up 14% quarter-over-quarter.
  • 71 funds opened new Pinnacle West Capital positions in Q1 2025 and 69 closed out, a net change of +2 holders.
  • The largest Pinnacle West Capital buyer in Q1 2025 was Atlas Infrastructure Partners, an estimated $174M added.
  • The largest Pinnacle West Capital seller in Q1 2025 was BlackRock, an estimated $69.3M sold.

Based on aggregated 13F filings for Q1 2025.