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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
BAM
576
Byrne Asset Management
New Jersey
$124K -$119K -7,200 Closed
CA
577
Clearstead Advisors
Ohio
$122K +$95.6K +5,766 +434%
SAM
578
Smartleaf Asset Management
Massachusetts
$120K -$9.88K -596 -8%
TWD
579
True Wealth Design
Ohio
$119K +$84.7K +5,106 +279%
LC
580
Lindbrook Capital
California
$115K -$141K -8,492 -56%
O
581
Ossiam
France
$108K -$196K -11,793 -65%
PTC
582
Private Trust Company
Ohio
$104K +$5.97K +360 +6%
C
583
Covestor
United Kingdom
$98K +$22.3K +1,344 +31%
SW
584
SVB Wealth
Massachusetts
$92.8K +$89.6K +5,403 New
BTI
585
Blue Trust Inc
Georgia
$91.3K +$24.3K +1,468 +38%
CCA
586
Catalyst Capital Advisors
New York
$90.5K -$25.7K -1,551 -23%
MPWT
587
MassMutual Private Wealth & Trust
Connecticut
$89K +$20K +1,203 +30%
SO
588
Sierra Ocean
California
$85.8K -$8.47K -511 -9%
EWM
589
Evermay Wealth Management
Virginia
$82K +$79.2K +4,775 New
PCFFS
590
Pacific Center for Financial Services
California
$80K +$50 +3 +0.1%
HI
591
Harbour Investments
Wisconsin
$77.2K -$1.99K -120 -3%
AAP
592
Arax Advisory Partners
Colorado
$75.4K +$71.4K +4,305 +5,125%
SSB
593
Sandy Spring Bank
Maryland
$73.8K
WBWA
594
William B. Walkup & Associates
South Carolina
$73.1K
UB
595
UMB Bank
Missouri
$68.9K +$879 +53 +1%
Fidelity International
596
Fidelity International
Bermuda
$68.5K +$1.39K +84 +2%
VCM
597
Versant Capital Management
Arizona
$59.6K +$32K +1,927 +125%
GSWM
598
Golden State Wealth Management
California
$59.6K +$46.7K +2,816 +431%
FNWA
599
Financial Network Wealth Advisors
Utah
$59.2K +$20.9K +1,260 +58%
LFG
600
Larson Financial Group
Missouri
$52.4K +$33.6K +2,027 +198%