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Pinnacle West Capital

632 hedge funds and large institutions have $10.5B invested in Pinnacle West Capital in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 243 increasing their positions, 192 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $5.68M

41% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 58

27% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 192

3% more funds holding

Funds holding: 616632 (+16)

2.2% more ownership

Funds ownership: 95.81%98.01% (+2.2%)

4% less capital invested

Capital invested by funds: $10.9B → $10.5B (-$411M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
8.32%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
82
Increased
243
Reduced
192
Closed
58
Calls
$13.5M
Puts
$5.68M
Net Calls
+$7.78M
Net Calls Change
+$3.68M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$32.5M -$4.32M -47,239 -11%
HHAM
52
HITE Hedge Asset Management
Massachusetts
$31.5M +$15.6M +170,000 +94%
Voloridge Investment Management
53
Voloridge Investment Management
Florida
$29.8M -$32.6M -356,566 -52%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$29.7M -$6.05M -66,177 -17%
GF
55
Gabelli Funds
New York
$29.6M +$119K +1,300 +0.4%
Federated Hermes
56
Federated Hermes
Pennsylvania
$28.4M -$474K -5,182 -2%
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$27.9M -$6.75M -73,820 -19%
CI
58
Cincinnati Insurance
Ohio
$26.6M
ACG
59
Aventail Capital Group
New York
$25.7M -$471K -5,147 -2%
GAM
60
Gotham Asset Management
New York
$24M +$10.4M +113,789 +74%
AllianceBernstein
61
AllianceBernstein
Tennessee
$23.7M +$6.7M +73,213 +38%
CSS
62
Cubist Systematic Strategies
Connecticut
$22.4M +$11.7M +127,863 +104%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.9M -$473K -5,175 -2%
COPPSERS
64
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.5M +$1.16M +12,723 +6%
Swiss National Bank
65
Swiss National Bank
Switzerland
$20.4M +$695K +7,600 +3%
Ameriprise
66
Ameriprise
Minnesota
$20.2M -$197K -2,152 -0.9%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$19.9M -$3.46M -37,801 -15%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$19.9M +$1.86M +20,348 +10%
Wells Fargo
69
Wells Fargo
California
$18.7M -$2.36M -25,760 -11%
MT
70
Midwest Trust
Kansas
$17.9M +$18.3M +199,522 New
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$16.1M -$52.2M -570,209 -76%
Citadel Advisors
72
Citadel Advisors
Florida
$15.9M +$2.2M +24,064 +16%
Stifel Financial
73
Stifel Financial
Missouri
$15.4M -$1.25M -13,659 -7%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$15.1M +$913K +9,979 +6%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$14.7M -$3.06M -33,411 -17%

PNW Hedge Fund Activity: Q2 2025 in Review

632 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2025, worth a combined $10.5B — down 3.8% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PNW positions and 58 closed out — a net gain of 24 holders — while 243 added to existing stakes and 192 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $241M. The largest seller was Norges Bank, cutting an estimated $82.6M.

  • 632 institutional investors held Pinnacle West Capital (PNW) as of Q2 2025, up from 616 in Q1 2025.
  • Funds reported $10.5B of Pinnacle West Capital stock for Q2 2025, down 3.8% quarter-over-quarter.
  • 82 funds opened new Pinnacle West Capital positions in Q2 2025 and 58 closed out, a net change of +24 holders.
  • The largest Pinnacle West Capital buyer in Q2 2025 was Capital Research Global Investors, an estimated $241M added.
  • The largest Pinnacle West Capital seller in Q2 2025 was Norges Bank, an estimated $82.6M sold.

Based on aggregated 13F filings for Q2 2025.