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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
CCM
601
Cloud Capital Management
Washington
$1K +$1.62K +18 New
MCA
602
Maryland Capital Advisors
Maryland
$987
BWL
603
Bogart Wealth LLC
Virginia
$906 -$540 -6 -38%
DF
604
Dunhill Financial
United Kingdom
$811
NWM
605
Nova Wealth Management
Florida
$717
RF
606
Rossby Financial
Florida
$705
NSIM
607
North Star Investment Management
Illinois
$628
OCM
608
Orion Capital Management
California
$628
EWM
609
Evolution Wealth Management
Florida
$538 -$9.36K -104 -95%
ADL
610
Asset Dedication LLC
California
$538
MEG
611
Millstone Evans Group
Colorado
$538
HWA
612
Heartwood Wealth Advisors
Virginia
$538 +$540 +6 New
WA
613
WestEnd Advisors
North Carolina
$538 +$540 +6 New
BHWM
614
Bay Harbor Wealth Management
Maryland
$537 +$90 +1 +20%
EWP
615
Elevation Wealth Partners
California
$449 +$450 +5 New
HIA
616
HFM Investment Advisors
New Jersey
$448
IWP
617
IAG Wealth Partners
Wisconsin
$448
HFS
618
Hughes Financial Services
Virginia
$439 +$450 +5 New
QWM
619
Quaker Wealth Management
New Jersey
$359
EFMH
620
E Fund Management (HK)
Hong Kong
$359 +$360 +4 New
RWM
621
Rialto Wealth Management
New York
$269
SA
622
Seneschal Advisors
Washington
$180 +$180 +2 New
AWM
623
Activest Wealth Management
Florida
$179 -$180 -2 -50%
CWP
624
Clark Wealth Partners
Illinois
$177 -$270 -3 -60%
HC
625
Hurley Capital
New York
$92