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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
BWL
601
Bogart Wealth LLC
Virginia
$1.43K +$1.46K +16 New
MSWM
602
Mowery & Schoenfeld Wealth Management
Illinois
$1.36K -$54.6K -597 -98%
S
603
Sachetta
Massachusetts
$1.25K +$1.28K +14 New
WCM
604
Winthrop Capital Management
Indiana
$1K
MCA
605
Maryland Capital Advisors
Maryland
$985 +$1.01K +11 New
SO
606
Sierra Ocean
California
$824
DF
607
Dunhill Financial
United Kingdom
$809 -$1.55K -17 -65%
SIC
608
SJS Investment Consulting
Ohio
$806 -$549 -6 -40%
GC
609
Garde Capital
Washington
$716
NWM
610
Nova Wealth Management
Florida
$716
RF
611
Rossby Financial
Florida
$716 +$732 +8 New
PWM
612
Proathlete Wealth Management
Florida
$715 +$732 +8 New
SC
613
SouthState Corp
Florida
$627
OCM
614
Orion Capital Management
California
$626
NSIM
615
North Star Investment Management
Illinois
$626 +$640 +7 New
TPWA
616
Twin Peaks Wealth Advisors
California
$555 +$549 +6 New
ADL
617
Asset Dedication LLC
California
$537
MEG
618
Millstone Evans Group
Colorado
$537
RAM
619
Riggs Asset Management
Pennsylvania
$537
PWM
620
Parkworth Wealth Management
California
$537 +$274 +3 +100%
WCM
621
WealthTrak Capital Management
Virginia
$448
CWP
622
Clark Wealth Partners
Illinois
$447 -$91 -1 -17%
IWP
623
IAG Wealth Partners
Wisconsin
$447
BHWM
624
Bay Harbor Wealth Management
Maryland
$447 +$183 +2 +67%
HIA
625
HFM Investment Advisors
New Jersey
$447 +$183 +2 +67%

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.