PCG icon

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 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
+8
Holders Change %
+1.08%
% 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
115
Increased
306
Reduced
245
Closed
92
Calls
$946M
Puts
$449M
Net Calls
+$496M
Net Calls Change
+$128M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$302M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$523M
3
AQR Capital Management
AQR Capital Management
Connecticut
$344M
4
CC
Covalis Capital
United Kingdom
$115M
5
Man Group
Man Group
United Kingdom
$155M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$806M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.8B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$175M
4
Capital International Investors
Capital International Investors
California
$675M
5
AIM
Artemis Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
651
JFS Wealth Advisors
Pennsylvania
$9.3K +$237 +17 +3%
AF
652
Advisornet Financial
Minnesota
$9.23K +$209 +15 +2%
BBHC
653
Brown Brothers Harriman & Co
New York
$9.15K +$2.24K +161 +33%
GWP
654
Gen-Wealth Partners
Michigan
$9.02K +$1.8K +129 +25%
HWM
655
Hemington Wealth Management
Virginia
$9K +$1.06K +78 +13%
PMFA
656
Plante Moran Financial Advisors
Michigan
$8.16K -$4.46K -320 -35%
EB
657
Eastern Bank
Massachusetts
$7.81K – – –
TPWA
658
Twin Peaks Wealth Advisors
California
$7.47K +$7.47K +483 New
HHMI
659
Howard Hughes Medical Institute
Maryland
$6.62K +$6.62K +475 New
KFI
660
Key Financial Inc
Pennsylvania
$6.4K – – –
CMA
661
Cedar Mountain Advisors
Oregon
$6.3K – – –
SC
662
SouthState Corp
Florida
$6.18K -$2.29K -164 -27%
EWA
663
EQ Wealth Advisors
Texas
$5.99K – – –
WIM
664
Westside Investment Management
California
$5.77K +$5.77K +408 New
SS
665
Sunbelt Securities
Texas
$5.69K +$3.67K +182 +182%
NC
666
NewSquare Capital
Pennsylvania
$5.51K -$3.67K -263 -40%
CIAS
667
Capital Investment Advisory Services
North Carolina
$5.51K +$5.51K +395 New
CH
668
Cromwell Holdings
Wyoming
$5.19K +$5.19K +372 New
GEA
669
Glen Eagle Advisors
New Jersey
$4.91K – – –
CT
670
Colonial Trust
South Carolina
$4.49K – – –
TF
671
Tompkins Financial
New York
$4.18K – – –
FFO
672
Fortitude Family Office
Arizona
$4.03K -$4.28K -307 -52%
W
673
WealthCollab
Washington
$4.03K +$2.71K +194 +204%
AW
674
Avion Wealth
Texas
$4K +$55 +4 +1%
WT
675
Whittier Trust
California
$3.83K – – –
25 26
27
28 29