754 hedge funds and large institutions have $29.2B invested in PG&E in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 312 increasing their positions, 245 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

15.53% less ownership

Funds ownership: 93.82%78.29% (-16%)

17% less capital invested

Capital invested by funds: $35.4B → $29.2B (-$6.17B)

Holders
754
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$946M
Puts
$449M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
551
Pines Wealth Management
North Carolina
$189K
VT
552
Vise Technologies
New York
$188K
DA
553
Doliver Advisors
Texas
$182K
MOS
554
MGO One Seven
Ohio
$182K
CW
555
CreativeOne Wealth
Kansas
$181K
AL
556
Aspiriant LLC
California
$178K
GT
557
Glenview Trust
Kentucky
$176K
FL
558
FreeGulliver LLC
Louisiana
$174K
CPA
559
Capital Performance Advisors
California
$172K
AIM
560
Athena Investment Management
California
$172K
AWM
561
Angeles Wealth Management
California
$170K
FA
562
Fountainhead AM
New Jersey
$170K
BFS
563
Burr Financial Services
California
$170K
SCM
564
Shelton Capital Management
Colorado
$169K
DC
565
Diametric Capital
Massachusetts
$166K
NAM
566
NorthCrest Asset Manangement
Minnesota
$165K
CCWM
567
Cassaday & Co Wealth Management
Virginia
$164K
WPC
568
Wedmont Private Capital
Pennsylvania
$164K
EP
569
Edgestream Partners
New Jersey
$163K
MCM
570
MAI Capital Management
Ohio
$163K
FRA
571
Frank Rimerman Advisors
California
$162K
EWA
572
EverSource Wealth Advisors
Alabama
$161K
MWM
573
Modern Wealth Management
Kansas
$161K
PFA
574
Pure Financial Advisors
California
$160K
VEA
575
Virtus ETF Advisers
New York
$159K