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Pinnacle West Capital

632 hedge funds and large institutions have $10.5B invested in Pinnacle West Capital in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 243 increasing their positions, 192 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $5.68M

41% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 58

27% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 192

3% more funds holding

Funds holding: 616632 (+16)

2.2% more ownership

Funds ownership: 95.81%98.01% (+2.2%)

4% less capital invested

Capital invested by funds: $10.9B → $10.5B (-$411M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
8.32%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
82
Increased
243
Reduced
192
Closed
58
Calls
$13.5M
Puts
$5.68M
Net Calls
+$7.78M
Net Calls Change
+$3.68M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
576
MV Capital Management
Maryland
$5.28K
OC
577
Oakworth Capital
Alabama
$5.19K
RF
578
Roxbury Financial
New Jersey
$5.16K +$2.01K +22 +61%
GKIM
579
GW&K Investment Management
Massachusetts
$5K +$1.01K +11 +24%
GEA
580
Glen Eagle Advisors
New Jersey
$4.77K -$10.5K -115 -68%
BGAI
581
Bruce G. Allen Investments
Colorado
$4.56K
LWA
582
Lowe Wealth Advisors
Maryland
$4.47K
CT
583
Colonial Trust
South Carolina
$4.07K -$274 -3 -6%
BCMLT
584
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.05K
SIS
585
Sound Income Strategies
Florida
$3.85K +$3.38K +37 +617%
PWMG
586
Private Wealth Management Group
New Jersey
$3.67K
ACM
587
Anfield Capital Management
California
$3.67K
SFA
588
Semmax Financial Advisors
North Carolina
$3.66K
OP
589
ORG Partners
Indiana
$3.66K +$2.74K +30 +300%
PP
590
Pacifica Partners
Canada
$2.92K
WSFS
591
Wilmington Savings Fund Society
Delaware
$2.68K
WA
592
Whipplewood Advisors
Colorado
$2.6K -$5.58K -61 -68%
GC
593
GFG Capital
Florida
$2.33K +$2.38K +26 New
CPG
594
Cornerstone Planning Group
New Jersey
$2.22K +$366 +4 +20%
HHMI
595
Howard Hughes Medical Institute
Maryland
$2.15K +$2.19K +24 New
WPA
596
Wealth Preservation Advisors
Tennessee
$1.97K
DPW
597
DiNuzzo Private Wealth
Pennsylvania
$1.7K
PWA
598
Physician Wealth Advisors
Utah
$1.7K +$1.01K +11 +138%
EP
599
Essential Partners
California
$1.7K +$1.74K +19 New
W
600
WealthCollab
Washington
$1.52K

PNW Hedge Fund Activity: Q2 2025 in Review

632 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2025, worth a combined $10.5B — down 3.8% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PNW positions and 58 closed out — a net gain of 24 holders — while 243 added to existing stakes and 192 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $241M. The largest seller was Norges Bank, cutting an estimated $82.6M.

  • 632 institutional investors held Pinnacle West Capital (PNW) as of Q2 2025, up from 616 in Q1 2025.
  • Funds reported $10.5B of Pinnacle West Capital stock for Q2 2025, down 3.8% quarter-over-quarter.
  • 82 funds opened new Pinnacle West Capital positions in Q2 2025 and 58 closed out, a net change of +24 holders.
  • The largest Pinnacle West Capital buyer in Q2 2025 was Capital Research Global Investors, an estimated $241M added.
  • The largest Pinnacle West Capital seller in Q2 2025 was Norges Bank, an estimated $82.6M sold.

Based on aggregated 13F filings for Q2 2025.