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PG&E
PCG

Overview Fund Activity

747 hedge funds and large institutions have $29.2B invested in PG&E in 2025 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 306 increasing their positions, 245 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
+9
Holders Change %
+1.22%
% of All Funds
10.01%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
115
Increased
306
Reduced
245
Closed
91
Calls
$946M
Puts
$449M
Net Calls
+$496M
Net Calls Change
+$128M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$144M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$120M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$114M
4
CC
Covalis Capital
United Kingdom
+$111M
5
Man Group
Man Group
United Kingdom
+$109M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$916M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$392M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$194M
4
Capital International Investors
Capital International Investors
California
-$108M
5
AIM
Artemis Investment Management
United Kingdom
-$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
501
Foronjy Financial
California
$254K +$254K +18,220 New
OIA
502
OneDigital Investment Advisors
Kansas
$253K +$253K +18,128 New
CAG
503
Crestwood Advisors Group
Massachusetts
$252K +$3.32K +238 +1%
Jones Financial Companies
504
Jones Financial Companies
Missouri
$252K -$19.4K -1,390 -7%
CAAS
505
Capital Asset Advisory Services
Michigan
$248K -$707 -50 -0.3%
AWM
506
Axxcess Wealth Management
California
$245K -$558 -40 -0.2%
FIA
507
Foundations Investment Advisors
Arizona
$245K -$236K -16,924 -49%
PA
508
PharVision Advisers
Florida
$244K +$104K +7,487 +75%
Federated Hermes
509
Federated Hermes
Pennsylvania
$242K +$108K +7,749 +80%
SCP
510
Sender Company & Partners
New York
$242K +$242K +17,327 New
NWAG
511
Net Worth Advisory Group
Utah
$241K -$115K -8,252 -32%
KCP
512
Kera Capital Partners
California
$240K +$240K +17,189 New
SFC
513
SYM Financial Corp
Indiana
$237K +$90.3K +6,477 +61%
VCM
514
Voleon Capital Management
California
$236K +$236K +16,930 New
PS
515
Principal Securities
Iowa
$235K -$80K -5,740 -25%
BF
516
BOK Financial
Oklahoma
$232K -$10.1K -724 -4%
QCG
517
Quadrant Capital Group
Ohio
$230K -$36.7K -2,630 -14%
HWM
518
HB Wealth Management
Georgia
$225K -$112K -8,041 -33%
TYCC
519
Texas Yale Capital Corp
Florida
$223K +$223K +16,000 New
FTWA
520
Fifth Third Wealth Advisors
Ohio
$222K +$57.2K +4,103 +35%
ACA
521
Aptus Capital Advisors
Alabama
$220K -$24.6K -1,768 -10%
QWM
522
Quadcap Wealth Management
Texas
$219K +$3.37K +242 +2%
BCV
523
Banque Cantonale Vaudoise
Switzerland
$219K -$198K -14,189 -48%
Northwestern Mutual Wealth Management
524
Northwestern Mutual Wealth Management
Wisconsin
$217K +$44.3K +3,180 +26%
BCP
525
Blackhawk Capital Partners
Wisconsin
$217K -$17K -1,216 -7%
19 20
21
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