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Pinnacle West Capital

624 hedge funds and large institutions have $10.4B invested in Pinnacle West Capital in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 227 increasing their positions, 209 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

262% more call options, than puts

Call options by funds: $18M | Put options by funds: $4.98M

9% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 209

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$58.3M)

0.81% less ownership

Funds ownership: 98.01%97.2% (-0.81%)

3% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 65

1% less funds holding

Funds holding: 632624 (-8)

Holders
624
Holders Change
-8
Holders Change %
-1.27%
% of All Funds
8.19%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
63
Increased
227
Reduced
209
Closed
65
Calls
$18M
Puts
$4.98M
Net Calls
+$13M
Net Calls Change
+$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.42B +$68.3M +758,190 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.32B -$9.8M -108,875 -0.7%
BlackRock
3
BlackRock
New York
$974M +$25.6M +283,870 +3%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$648M +$51.2M +568,581 +9%
State Street
5
State Street
Massachusetts
$600M +$2.92M +32,470 +0.5%
Invesco
6
Invesco
Georgia
$374M -$6.64M -73,710 -2%
AIP
7
Atlas Infrastructure Partners
United Kingdom
$277M +$20.6M +228,943 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$275M +$3.71M +41,168 +1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$268M +$18.3M +203,136 +7%
Deutsche Bank
10
Deutsche Bank
Germany
$236M -$36.2M -401,781 -13%
Morgan Stanley
11
Morgan Stanley
New York
$174M +$2.34M +25,939 +1%
WHRC
12
W.H. Reaves & Co
New Jersey
$162M +$28.5M +316,193 +21%
Pictet Asset Management
13
Pictet Asset Management
Switzerland
$149M -$6.52M -72,394 -4%
First Trust Advisors
14
First Trust Advisors
Illinois
$117M +$6.93M +76,930 +6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$113M +$10.2M +113,585 +10%
Charles Schwab
16
Charles Schwab
California
$99.2M +$500K +5,550 +0.5%
Two Sigma Investments
17
Two Sigma Investments
New York
$97.4M -$16.2M -179,456 -14%
Bank of America
18
Bank of America
North Carolina
$94.1M +$18.5M +205,516 +24%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$93.8M +$64.5K +717 +0.1%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$93.8M -$21.8M -242,100 -19%
Northern Trust
21
Northern Trust
Illinois
$86.9M -$2.42M -26,938 -3%
Franklin Resources
22
Franklin Resources
California
$83.5M +$540K +5,995 +0.6%
Empower Advisory Group
23
Empower Advisory Group
Colorado
$77.3M +$1.24M +13,797 +2%
N
24
Nuveen
North Carolina
$73.9M -$5.49M -60,937 -7%
Barclays
25
Barclays
United Kingdom
$68.2M +$17.6M +195,865 +35%