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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
PP
601
Pacifica Partners
Canada
$2.91K
ANBT
602
American National Bank & Trust
Texas
$2.84K +$2.87K +32 New
ZBNA
603
Zions Bancorporation, National Association
Utah
$2.84K +$2.87K +32 New
JFGIW
604
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.75K -$10.8K -121 -80%
JSAM
605
J. Safra Asset Management
New York
$2.66K +$2.69K +30 New
BFS
606
Bare Financial Services
Pennsylvania
$2.57K +$2.6K +29 New
TIM
607
Thompson Investment Management
Wisconsin
$2.48K
AFC
608
Ares Financial Consulting
California
$2.48K +$2.51K +28 New
TFA
609
Transamerica Financial Advisors
Florida
$2.4K +$1.34K +15 +125%
HHMI
610
Howard Hughes Medical Institute
Maryland
$2.22K
AW
611
Ankerstar Wealth
Texas
$1.95K +$1.97K +22 New
WPA
612
Wealth Preservation Advisors
Tennessee
$1.86K -$90 -1 -5%
CFG
613
Clayton Financial Group
Missouri
$1.69K +$1.7K +19 New
DPW
614
DiNuzzo Private Wealth
Pennsylvania
$1.6K -$90 -1 -5%
BWA
615
Basecamp Wealth Advisors
Washington
$1.6K +$1.61K +18 New
OCM
616
Osbon Capital Management
Massachusetts
$1.6K +$1.61K +18 New
CPG
617
Cornerstone Planning Group
New Jersey
$1.59K -$99.9K -1,115 -98%
W
618
WealthCollab
Washington
$1.51K
AA
619
Addison Advisors
Vermont
$1.51K +$1.52K +17 New
SFG
620
Strive Financial Group
Indiana
$1.51K +$1.52K +17 New
SG
621
Sankala Group
Colorado
$1.2K +$1.07K +12 New
EW
622
Elyxium Wealth
California
$1.15K +$1.16K +13 New
WWA
623
Wealth Watch Advisors
Colorado
$1.15K
DF
624
Dunhill Financial
United Kingdom
$1.12K +$358 +4 +44%
WCM
625
Winthrop Capital Management
Indiana
$1K