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Pinnacle West Capital

703 hedge funds and large institutions have $12.6B invested in Pinnacle West Capital in 2026 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 259 increasing their positions, 195 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $7.63M

140% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 42

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 195

17% more capital invested

Capital invested by funds: $10.7B → $12.6B (+$1.84B)

7% more funds holding

Funds holding: 657703 (+46)

2.1% more ownership

Funds ownership: 101.13%103.23% (+2.1%)

Holders
703
Holders Change
+46
Holders Change %
+7%
% of All Funds
8.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
101
Increased
259
Reduced
195
Closed
42
Calls
$27.7M
Puts
$7.63M
Net Calls
+$20.1M
Net Calls Change
+$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
601
Bartlett & Co Wealth Management
Ohio
$12.8K +$193 +2 +2%
PB
602
Pinnacle Bancorp
Nebraska
$12.7K
SS
603
SBI Securities
Japan
$12.6K -$386 -4 -3%
SGK
604
Steigerwald Gordon & Koch
Virginia
$12.6K
WSFS
605
Wilmington Savings Fund Society
Delaware
$12.6K
JWA
606
JFS Wealth Advisors
Pennsylvania
$11.5K -$9.26K -96 -45%
S
607
Sachetta
Massachusetts
$11.3K +$10.8K +112 New
SA
608
SRH Advisors
Kansas
$11.1K
SWP
609
Strategic Wealth Partners
Ohio
$10.6K
SWM
610
Spire Wealth Management
Virginia
$10.3K -$289 -3 -3%
RTL
611
Red Tortoise LLC
Georgia
$10.3K
WTC
612
WhitTier Trust Company
Nevada
$10.2K +$1.93K +20 +25%
MPW
613
MASECO Private Wealth
$10.1K
BFPW
614
BOK Financial Private Wealth
Colorado
$10.1K
CTB
615
Country Trust Bank
Illinois
$10.1K
AA
616
Addison Advisors
Vermont
$9.77K +$7.72K +80 +471%
SRCM
617
Signature Resources Capital Management
California
$9.37K
EP
618
Essential Partners
California
$8.97K +$579 +6 +7%
FP
619
Financial Perspectives
Minnesota
$8.16K
SIS
620
Sound Income Strategies
Florida
$8.12K -$9.84K -102 -56%
IAAG
621
Innovative Asset Advisors Group
Connecticut
$7.66K +$7.33K +76 New
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$7.56K
CFSG
623
Community Financial Services Group
Vermont
$7.41K +$7.04K +73 New
PSB
624
Piscataqua Savings Bank
New Hampshire
$7.05K
GBT
625
Grove Bank & Trust
Florida
$6.85K