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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.3B -$1.01M -11,255 -0.1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.19B -$214M -2,386,457 -15%
BlackRock
3
BlackRock
New York
$1.05B +$83.7M +934,593 +9%
State Street
4
State Street
Massachusetts
$616M +$22.5M +251,716 +4%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$593M -$48.3M -539,625 -7%
AIP
6
Atlas Infrastructure Partners
United Kingdom
$396M +$123M +1,369,350 +44%
Invesco
7
Invesco
Georgia
$377M +$6.63M +74,023 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$274M +$2.5M +27,861 +0.9%
SCP
9
Soroban Capital Partners
New York
$258M +$258M +2,877,404 New
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$257M -$7.46M -83,241 -3%
Morgan Stanley
11
Morgan Stanley
New York
$167M -$4.29M -47,896 -2%
WHRC
12
W.H. Reaves & Co
New Jersey
$153M -$7.55M -84,340 -5%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$147M +$54.9M +612,391 +59%
Norges Bank
14
Norges Bank
Norway
$140M +$142M +1,583,634 New
Pictet Asset Management
15
Pictet Asset Management
Switzerland
$135M -$13.4M -150,029 -9%
First Trust Advisors
16
First Trust Advisors
Illinois
$122M +$5.71M +63,729 +5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$117M +$4.75M +53,060 +4%
Two Sigma Investments
18
Two Sigma Investments
New York
$116M +$20M +223,124 +21%
Charles Schwab
19
Charles Schwab
California
$99.1M +$952K +10,625 +1%
Squarepoint
20
Squarepoint
New York
$98.2M +$34.8M +388,325 +54%
Franklin Resources
21
Franklin Resources
California
$95.4M +$12.9M +144,194 +15%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$85.9M -$6.98M -77,884 -7%
Northern Trust
23
Northern Trust
Illinois
$81.7M -$4.32M -48,202 -5%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$81.7M +$47.1M +526,212 +133%
Empower Advisory Group
25
Empower Advisory Group
Colorado
$76.5M +$8.87K +99 +0%