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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.35B +$241M +2,629,897 +21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.32B +$29M +316,629 +2%
BlackRock
3
BlackRock
New York
$947M -$21.1M -230,257 -2%
State Street
4
State Street
Massachusetts
$596M +$31.6M +345,142 +5%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$595M +$17.8M +195,054 +3%
Invesco
6
Invesco
Georgia
$380M +$9.4M +102,778 +2%
Deutsche Bank
7
Deutsche Bank
Germany
$271M +$73M +798,339 +36%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$270M +$3.04M +33,216 +1%
AIP
9
Atlas Infrastructure Partners
United Kingdom
$256M +$6.35M +69,404 +2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$249M +$7.75M +84,727 +3%
Morgan Stanley
11
Morgan Stanley
New York
$171M +$9.42M +103,006 +6%
Pictet Asset Management
12
Pictet Asset Management
Switzerland
$156M -$4.62M -50,463 -3%
WHRC
13
W.H. Reaves & Co
New Jersey
$133M -$1.97M -21,590 -1%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$115M +$29.1M +318,500 +33%
Norges Bank
15
Norges Bank
Norway
$114M -$82.6M -903,236 -41%
Two Sigma Investments
16
Two Sigma Investments
New York
$113M +$35M +383,110 +43%
First Trust Advisors
17
First Trust Advisors
Illinois
$110M -$11.8M -128,585 -9%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$103M +$4.35M +47,506 +4%
Charles Schwab
19
Charles Schwab
California
$98.5M +$5.24M +57,278 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$93.5M -$1.77M -19,364 -2%
Northern Trust
21
Northern Trust
Illinois
$89.1M -$514K -5,616 -0.6%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$84.3M -$11.4M -124,103 -12%
Franklin Resources
23
Franklin Resources
California
$82.8M +$9.31M +101,765 +12%
N
24
Nuveen
North Carolina
$79.2M -$14.4M -157,736 -15%
Millennium Management
25
Millennium Management
New York
$77.8M +$67M +732,221 +533%

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.