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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
MCA
626
Maryland Capital Advisors
Maryland
$976
BWL
627
Bogart Wealth LLC
Virginia
$905
BHWM
628
Bay Harbor Wealth Management
Maryland
$887 +$358 +4 +67%
NWM
629
Nova Wealth Management
Florida
$710
RF
630
Rossby Financial
Florida
$710
EWP
631
Elevation Wealth Partners
California
$710 +$269 +3 +60%
UCB
632
United Community Bank
South Carolina
$621 -$985 -11 -61%
NSIM
633
North Star Investment Management
Illinois
$621
OCM
634
Orion Capital Management
California
$621
OC
635
Optima Capital
Oregon
$621 +$627 +7 New
ADL
636
Asset Dedication LLC
California
$533
HIA
637
HFM Investment Advisors
New Jersey
$533 +$90 +1 +20%
FC
638
Financial Consulate
Maryland
$533 +$537 +6 New
EWM
639
Evolution Wealth Management
Florida
$532
MEG
640
Millstone Evans Group
Colorado
$532
WA
641
WestEnd Advisors
North Carolina
$532
CFO
642
CVA Family Office
Colorado
$532 +$537 +6 New
IWP
643
IAG Wealth Partners
Wisconsin
$444
EFMH
644
E Fund Management (HK)
Hong Kong
$367
QWM
645
Quaker Wealth Management
New Jersey
$355
SEP
646
Signature Equity Partners
Ohio
$293 +$269 +3 New
DT
647
DV Trading
Illinois
$266 +$269 +3 New
II
648
Inspire Investing
Idaho
$222 +$269 +3 New
SA
649
Seneschal Advisors
Washington
$178
HFS
650
Hughes Financial Services
Virginia
$177 -$269 -3 -60%