We are live on ! Find out more
PNW icon

Pinnacle West Capital

703 hedge funds and large institutions have $12.6B invested in Pinnacle West Capital in 2026 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 259 increasing their positions, 195 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $7.63M

140% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 42

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 195

17% more capital invested

Capital invested by funds: $10.7B → $12.6B (+$1.84B)

7% more funds holding

Funds holding: 657703 (+46)

2.1% more ownership

Funds ownership: 101.13%103.23% (+2.1%)

Holders
703
Holders Change
+46
Holders Change %
+7%
% of All Funds
8.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
101
Increased
259
Reduced
195
Closed
42
Calls
$27.7M
Puts
$7.63M
Net Calls
+$20.1M
Net Calls Change
+$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
651
J. Safra Asset Management
New York
$3.02K
AFC
652
Ares Financial Consulting
California
$2.84K
SWM
653
SHP Wealth Management
Massachusetts
$2.82K +$2.7K +28 New
AW
654
Ankerstar Wealth
Texas
$2.22K
AT
655
Arlington Trust
Alabama
$2.22K +$2.12K +22 New
BHWM
656
Bay Harbor Wealth Management
Maryland
$2.22K +$1.16K +12 +120%
KCM
657
Key Capital Management
Tennessee
$2.12K +$2.03K +21 New
SSG
658
Summit Securities Group
New York
$2.02K -$15.2K -158 -89%
EWM
659
Evolution Wealth Management
Florida
$2.02K +$1.35K +14 +233%
TPWA
660
Twin Peaks Wealth Advisors
California
$2.02K +$1.93K +20 New
CFG
661
Clayton Financial Group
Missouri
$1.92K
WA
662
Whipplewood Advisors
Colorado
$1.91K +$1.83K +19 New
BWA
663
Basecamp Wealth Advisors
Washington
$1.81K
DPW
664
DiNuzzo Private Wealth
Pennsylvania
$1.81K
OCM
665
Osbon Capital Management
Massachusetts
$1.81K
SIM
666
Synergy Investment Management
Florida
$1.81K +$1.74K +18 New
CPG
667
Cornerstone Planning Group
New Jersey
$1.72K
W
668
WealthCollab
Washington
$1.71K
ANBT
669
American National Bank & Trust
Texas
$1.61K -$1.54K -16 -50%
LWMI
670
Legacy Wealth Management (Idaho)
Idaho
$1.61K +$1.54K +16 New
DF
671
Dunhill Financial
United Kingdom
$1.27K -$96 -1 -8%
RCM
672
Raleigh Capital Management
North Carolina
$1.21K +$1.16K +12 New
SG
673
Sankala Group
Colorado
$1.2K
RF
674
Rossby Financial
Florida
$1.12K +$289 +3 +38%
CWP
675
Clark Wealth Partners
Illinois
$1.11K +$868 +9 +450%