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Pinnacle West Capital

657 hedge funds and large institutions have $10.7B invested in Pinnacle West Capital in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 250 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 47

33% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 188

5% more funds holding

Funds holding: 623657 (+34)

3.93% more ownership

Funds ownership: 97.2%101.13% (+3.9%)

3% more capital invested

Capital invested by funds: $10.4B → $10.7B (+$323M)

2% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $11M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
657
Holders Change
+34
Holders Change %
+5.46%
% of All Funds
7.99%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
93
Increased
250
Reduced
188
Closed
47
Calls
$10.9M
Puts
$11M
Net Calls
-$173K
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
576
Signature Resources Capital Management
California
$8.25K
EP
577
Essential Partners
California
$7.36K +$896 +10 +14%
FP
578
Financial Perspectives
Minnesota
$7.18K
WTC
579
WhitTier Trust Company
Nevada
$7.14K
FMII
580
Farmers & Merchants Investments Inc
Nebraska
$6.65K
PSB
581
Piscataqua Savings Bank
New Hampshire
$6.21K
EC
582
Elequin Capital
New York
$6.21K +$6.27K +70 New
GBT
583
Grove Bank & Trust
Florida
$6.03K +$1.43K +16 +31%
NEWAS
584
N.E.W. Advisory Services
Wisconsin
$5.5K
MCM
585
MV Capital Management
Maryland
$5.23K
OC
586
Oakworth Capital
Alabama
$5.14K
RF
587
Roxbury Financial
New Jersey
$5.11K
BGAI
588
Bruce G. Allen Investments
Colorado
$4.52K
TM
589
Torren Management
California
$4.2K +$4.21K +47 New
GKIM
590
GW&K Investment Management
Massachusetts
$4K
SAG
591
SageView Advisory Group
California
$3.81K +$3.85K +43 New
CT
592
Colonial Trust
South Carolina
$3.7K
OP
593
ORG Partners
Indiana
$3.66K +$1.07K +12 +41%
ACM
594
Anfield Capital Management
California
$3.64K
PWMG
595
Private Wealth Management Group
New Jersey
$3.64K
AIS
596
Advocate Investing Services
Maryland
$3.49K +$3.49K +39 New
RWM
597
Rialto Wealth Management
New York
$3.1K +$2.87K +32 +1,067%
SS
598
Sunbelt Securities
Texas
$3.1K
PWA
599
Physician Wealth Advisors
Utah
$3.02K -$448 -5 -13%
WAG
600
Wiser Advisor Group
Arizona
$2.93K