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Pinnacle West Capital

616 hedge funds and large institutions have $10.9B invested in Pinnacle West Capital in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 234 increasing their positions, 184 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $12M | Put options by funds: $7.86M

27% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 184

14% more capital invested

Capital invested by funds: $9.57B → $10.9B (+$1.31B)

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

0% more funds holding

Funds holding: 616616 (0)

3.54% less ownership

Funds ownership: 99.35%95.81% (-3.5%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
616
Holders Change
Holders Change %
0%
% of All Funds
8.26%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
71
Increased
234
Reduced
184
Closed
69
Calls
$12M
Puts
$7.86M
Net Calls
+$4.1M
Net Calls Change
-$7.71M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
151
Davenport & Co
Virginia
$3.74M +$3.51M +39,297 New
ICP
152
Ilex Capital Partners
United Kingdom
$3.74M +$3.5M +39,252 New
NS
153
NBC Securities
Alabama
$3.7M +$3.46M +38,790 +102,079%
PHK
154
Point72 Hong Kong
Hong Kong
$3.69M +$1.66M +18,630 +93%
GC
155
Guggenheim Capital
Illinois
$3.6M +$683K +7,654 +25%
Mirae Asset Global ETFs Holdings
156
Mirae Asset Global ETFs Holdings
Hong Kong
$3.59M +$608K +6,806 +22%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$3.54M +$40.2K +450 +1%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$3.53M +$47K +526 +1%
BL
159
BFSG LLC
California
$3.42M -$21.5K -241 -0.7%
VanEck Associates
160
VanEck Associates
New York
$3.42M +$144K +1,613 +5%
Fuller & Thaler Asset Management
161
Fuller & Thaler Asset Management
California
$3.39M +$57.4K +643 +2%
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$3.34M +$474K +5,307 +18%
NAAA
163
New Age Alpha Advisors
New York
$3.33M -$67.9K -761 -2%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$3.3M +$849K +9,509 +38%
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$3.22M +$522K +5,849 +21%
Canada Life
166
Canada Life
Manitoba, Canada
$3.15M +$609K +6,826 +26%
ASRS
167
Arizona State Retirement System
Arizona
$3.11M -$32K -358 -1%
EFL
168
ERn Financial LLC
Wisconsin
$3.07M +$1.45M +16,200 +101%
AA
169
ALPS Advisors
Colorado
$3M +$201K +2,257 +8%
Ensign Peak Advisors
170
Ensign Peak Advisors
Utah
$2.95M -$85.3K -955 -3%
SOMRS
171
State of Michigan Retirement System
Michigan
$2.94M
State of New Jersey Common Pension Fund D
172
State of New Jersey Common Pension Fund D
New Jersey
$2.92M -$664K -7,435 -20%
NIM
173
NEOS Investment Management
Connecticut
$2.91M +$2.28M +25,525 +506%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$2.9M +$107K +1,196 +4%
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.89M +$78.5K +879 +3%

PNW Hedge Fund Activity: Q1 2025 in Review

616 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q1 2025, worth a combined $10.9B — up 14% from $9.57B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PNW positions and 69 closed out — a net gain of 2 holders — while 234 added to existing stakes and 184 trimmed.

The largest buyer was Atlas Infrastructure Partners, adding an estimated $174M. The largest seller was BlackRock, cutting an estimated $69.3M.

  • 616 institutional investors held Pinnacle West Capital (PNW) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $10.9B of Pinnacle West Capital stock for Q1 2025, up 14% quarter-over-quarter.
  • 71 funds opened new Pinnacle West Capital positions in Q1 2025 and 69 closed out, a net change of +2 holders.
  • The largest Pinnacle West Capital buyer in Q1 2025 was Atlas Infrastructure Partners, an estimated $174M added.
  • The largest Pinnacle West Capital seller in Q1 2025 was BlackRock, an estimated $69.3M sold.

Based on aggregated 13F filings for Q1 2025.