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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
BWL
676
Bogart Wealth LLC
Virginia
$1.04K
SFG
677
Strive Financial Group
Indiana
$1K -$675 -7 -41%
WCM
678
Winthrop Capital Management
Indiana
$1K
VWM
679
Vermillion Wealth Management
Minnesota
$907 +$868 +9 New
GSWM
680
Golden State Wealth Management
California
$806 +$772 +8 New
IPS
681
Investors Portfolio Services
Washington
$790 +$772 +8 New
NSIM
682
North Star Investment Management
Illinois
$705
OCM
683
Orion Capital Management
California
$705
UCB
684
United Community Bank
South Carolina
$705
ADL
685
Asset Dedication LLC
California
$605
FC
686
Financial Consulate
Maryland
$605
HIA
687
HFM Investment Advisors
New Jersey
$605
MEG
688
Millstone Evans Group
Colorado
$605
WA
689
WestEnd Advisors
North Carolina
$605
IWP
690
IAG Wealth Partners
Wisconsin
$504
AWM
691
Activest Wealth Management
Florida
$504 +$289 +3 +150%
HFS
692
Hughes Financial Services
Virginia
$504 +$289 +3 +150%
ACA
693
American Capital Advisory
Idaho
$504 +$482 +5 New
QWM
694
Quaker Wealth Management
New Jersey
$403
IWS
695
Intentional Wealth Strategies
Colorado
$403 +$386 +4 New
SEP
696
Signature Equity Partners
Ohio
$335
CW
697
Curio Wealth
Maryland
$302 +$289 +3 New
SA
698
Seneschal Advisors
Washington
$202
HC
699
Hurley Capital
New York
$106
CIAM
700
Caitong International Asset Management
Hong Kong
$101