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Pinnacle West Capital

624 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, 227 increasing their positions, 209 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

262% more call options, than puts

Call options by funds: $18M | Put options by funds: $4.98M

9% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 209

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$58.3M)

0.81% less ownership

Funds ownership: 98.01%97.2% (-0.81%)

3% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 65

1% less funds holding

Funds holding: 632624 (-8)

Holders
624
Holders Change
-8
Holders Change %
-1.27%
% of All Funds
8.19%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
63
Increased
227
Reduced
209
Closed
65
Calls
$18M
Puts
$4.98M
Net Calls
+$13M
Net Calls Change
+$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
576
Roxbury Financial
New Jersey
$5.17K
GBT
577
Grove Bank & Trust
Florida
$4.66K -$3.42K -38 -42%
BGAI
578
Bruce G. Allen Investments
Colorado
$4.57K
GKIM
579
GW&K Investment Management
Massachusetts
$4K -$990 -11 -20%
CT
580
Colonial Trust
South Carolina
$3.74K -$270 -3 -7%
PWMG
581
Private Wealth Management Group
New Jersey
$3.68K
ACM
582
Anfield Capital Management
California
$3.68K
PWA
583
Physician Wealth Advisors
Utah
$3.5K +$1.8K +20 +105%
SS
584
Sunbelt Securities
Texas
$3.14K +$3.15K +35 New
WAG
585
Wiser Advisor Group
Arizona
$2.96K +$2.97K +33 New
PP
586
Pacifica Partners
Canada
$2.91K
OP
587
ORG Partners
Indiana
$2.62K -$990 -11 -28%
APM
588
Advanced Portfolio Management
New York
$2.51K +$2.52K +28 New
TIM
589
Thompson Investment Management
Wisconsin
$2.51K +$2.52K +28 New
HHMI
590
Howard Hughes Medical Institute
Maryland
$2.24K +$90 +1 +4%
WPA
591
Wealth Preservation Advisors
Tennessee
$1.97K
DPW
592
DiNuzzo Private Wealth
Pennsylvania
$1.7K
UCB
593
United Community Bank
South Carolina
$1.61K +$1.62K +18 New
W
594
WealthCollab
Washington
$1.52K
LWA
595
Lowe Wealth Advisors
Maryland
$1.52K -$2.97K -33 -66%
MSWM
596
Mowery & Schoenfeld Wealth Management
Illinois
$1.36K
WWA
597
Wealth Watch Advisors
Colorado
$1.17K +$1.17K +13 New
TFA
598
Transamerica Financial Advisors
Florida
$1.08K +$1.08K +12 New
WCM
599
Winthrop Capital Management
Indiana
$1K
CAL
600
Capital Advisors Ltd
Ohio
$1K +$540 +6 +200%