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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
I
676
InceptionR
California
-$366K -4,081 Closed
AWA
677
Aaron Wealth Advisors
Illinois
-$347K -3,875 Closed
SRL
678
Scientech Research LLC
New Jersey
-$311K -3,468 Closed
GS
679
GTS Securities
New York
-$310K -3,461 Closed
Kovitz Investment Group Partners
680
Kovitz Investment Group Partners
Illinois
-$285K -3,174 Closed
EF
681
Empowered Funds
Pennsylvania
-$273K -3,050 Closed
BJL
682
Brighton Jones LLC
Washington
-$272K -3,032 Closed
CCM
683
Coldstream Capital Management
Washington
-$267K -2,983 Closed
JG
684
Jain Global
New York
-$264K -2,947 Closed
VI
685
Versor Investments
New York
-$233K -2,604 Closed
WB
686
WesBanco Bank
West Virginia
-$223K -2,491 Closed
VF
687
Virtu Financial
New York
-$222K -2,472 Closed
VFA
688
Valeo Financial Advisors
Indiana
-$208K -2,319 Closed
IWC
689
Integrated Wealth Concepts
Massachusetts
-$206K -2,295 Closed
RMF
690
Red Mountain Financial
Colorado
-$202K -2,250 Closed
UCFA
691
United Capital Financial Advisors
Texas
-$201K -2,245 Closed
BWA
692
Babb Wealth Advisors
Arizona
-$201K -2,239 Closed
CI Investments Inc
693
CI Investments Inc
Ontario, Canada
-$145K -1,617 Closed
PS
694
Principal Securities
Iowa
-$134K -1,493 Closed
GWSG
695
GPS Wealth Strategies Group
Colorado
-$92.9K -1,036 Closed
RA
696
Rise Advisors
New York
-$45.1K -503 Closed
Walleye Capital
697
Walleye Capital
New York
-$18.7K -209 Closed
TIM
698
Tortoise Investment Management
New York
-$18K -201 Closed
LI
699
LRI Investments
Florida
-$14.6K -163 Closed
FDCP
700
Foster Dykema Cabot & Partners
Massachusetts
-$6.54K -73 Closed