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Pinnacle West Capital

622 hedge funds and large institutions have $10.4B invested in Pinnacle West Capital in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 226 increasing their positions, 209 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

0.81% less ownership

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

5% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 65

1% less funds holding

Funds holding: 631622 (-9)

Holders
622
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18M
Puts
$4.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
601
Bogart Wealth LLC
Virginia
$906
DF
602
Dunhill Financial
United Kingdom
$811
NWM
603
Nova Wealth Management
Florida
$717
RF
604
Rossby Financial
Florida
$705
NSIM
605
North Star Investment Management
Illinois
$628
OCM
606
Orion Capital Management
California
$628
EWM
607
Evolution Wealth Management
Florida
$538
MEG
608
Millstone Evans Group
Colorado
$538
ADL
609
Asset Dedication LLC
California
$538
HWA
610
Heartwood Wealth Advisors
Virginia
$538
WA
611
WestEnd Advisors
North Carolina
$538
BHWM
612
Bay Harbor Wealth Management
Maryland
$537
EWP
613
Elevation Wealth Partners
California
$449
IWP
614
IAG Wealth Partners
Wisconsin
$448
HIA
615
HFM Investment Advisors
New Jersey
$448
HFS
616
Hughes Financial Services
Virginia
$439
QWM
617
Quaker Wealth Management
New Jersey
$359
EFMH
618
E Fund Management (HK)
Hong Kong
$359
RWM
619
Rialto Wealth Management
New York
$269
SA
620
Seneschal Advisors
Washington
$180
AWM
621
Activest Wealth Management
Florida
$179
CWP
622
Clark Wealth Partners
Illinois
$177
HC
623
Hurley Capital
New York
$92
GEA
624
Glen Eagle Advisors
New Jersey
$3
Norges Bank
625
Norges Bank
Norway