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747 hedge funds and large institutions have $35.9B invested in PG&E in 2025 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 308 increasing their positions, 237 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $651M | Put options by funds: $283M

30% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 237

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

2% more funds holding

Funds holding: 730747 (+17)

1.01% more ownership

Funds ownership: 94.18%95.19% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

14% less capital invested

Capital invested by funds: $41.7B → $35.9B (-$5.81B)

Holders
747
Holders Change
+17
Holders Change %
+2.33%
% of All Funds
10.02%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
128
Increased
308
Reduced
237
Closed
104
Calls
$651M
Puts
$283M
Net Calls
+$368M
Net Calls Change
+$493M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
526
Kayne Anderson Rudnick Investment Management
California
$235K +$223K +13,472 +6,702%
CW
527
CreativeOne Wealth
Kansas
$233K +$225K +13,545 New
LOAMS
528
Lombard Odier Asset Management (Switzerland)
Switzerland
$230K +$222K +13,364 New
PFA
529
Pure Financial Advisors
California
$223K +$215K +12,975 New
RIM
530
Redwood Investment Management
Arizona
$221K -$171K -10,319 -45%
GT
531
Glenview Trust
Kentucky
$221K +$47.2K +2,848 +28%
BJL
532
Brighton Jones LLC
Washington
$218K +$210K +12,689 New
AWM
533
Angeles Wealth Management
California
$217K -$99.9K -6,024 -32%
APF
534
Alaska Permanent Fund
Alaska
$215K
FL
535
FreeGulliver LLC
Louisiana
$215K +$481 +29 +0.2%
CCM
536
Coldstream Capital Management
Washington
$213K -$24K -1,450 -10%
Northwestern Mutual Wealth Management
537
Northwestern Mutual Wealth Management
Wisconsin
$213K -$228K -13,744 -53%
KF
538
Krilogy Financial
Missouri
$212K +$205K +12,361 New
AIM
539
Athena Investment Management
California
$211K
PIA
540
Perennial Investment Advisors
California
$210K -$31.8K -1,917 -14%
P
541
&Partners
Tennessee
$210K +$5.97K +360 +3%
JC
542
Jacobs & Co
California
$210K +$204K +12,271 New
BFS
543
Burr Financial Services
California
$210K
SCM
544
Shelton Capital Management
Colorado
$208K
Lazard Asset Management
545
Lazard Asset Management
New York
$203K -$12.2K -735 -6%
DTL
546
Dynamic Technology Lab
Singapore
$203K +$196K +11,807 New
FTWA
547
Fifth Third Wealth Advisors
Ohio
$203K -$21.6K -1,304 -10%
EWA
548
EverSource Wealth Advisors
Alabama
$203K +$63.6K +3,834 +48%
TC
549
Trilogy Capital
California
$200K +$7.7K +464 +4%
WIA
550
World Investment Advisors
California
$198K +$24.6K +1,485 +15%