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
WIA
576
World Investment Advisors
California
$159K
CSC
577
Caldwell Sutter Capital
California
$159K
GRP
578
Global Retirement Partners
California
$158K
AFG
579
Atomi Financial Group
New York
$156K
GSC
580
Ground Swell Capital
South Carolina
$155K
AA
581
Armis Advisers
Georgia
$153K
Lazard Asset Management
582
Lazard Asset Management
New York
$153K
CPIG
583
Chicago Partners Investment Group
Illinois
$152K
JTWM
584
Jackson Thornton Wealth Management
Alabama
$146K
GT
585
Greenleaf Trust
Michigan
$145K
GI
586
GAMMA Investing
California
$145K
KAS
587
Kestra Advisory Services
Texas
$145K
SWP
588
Sagespring Wealth Partners
Tennessee
$144K
CA
589
Capital Advantage
California
$143K
LNWWM
590
Laird Norton Wetherby Wealth Management
California
$142K
BAG
591
Bridgewealth Advisory Group
California
$141K
TFIPS
592
Towarzystwo Funduszy Inwestycyjnych PZU SA
$138K
WSFS
593
Wilmington Savings Fund Society
Delaware
$135K
S
594
SignatureFD
Georgia
$135K
SSG
595
Summit Securities Group
New York
$129K
CA
596
Clearstead Advisors
Ohio
$119K
IA
597
IFP Advisors
Florida
$114K
Kayne Anderson Rudnick Investment Management
598
Kayne Anderson Rudnick Investment Management
California
$109K
BAM
599
Byrne Asset Management
New Jersey
$105K
C
600
Covestor
United Kingdom
$104K