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746 hedge funds and large institutions have $35.9B invested in PG&E in 2025 Q1 according to their latest regulatory filings, with 127 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

22% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 104

2% more funds holding

Funds holding: 730746 (+16)

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
746
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
10.01%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
127
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
MWA
651
Medallion Wealth Advisors
Connecticut
$8.33K +$7.17K +432 +864%
FHA
652
First Horizon Advisors
Tennessee
$8.26K -$82.7K -4,984 -91%
RIL
653
Rothschild Investment LLC
Illinois
$8.18K -$25.2K -1,519 -76%
KFI
654
Key Financial Inc
Pennsylvania
$7.89K
CMA
655
Cedar Mountain Advisors
Oregon
$7.77K
KWM
656
Kiker Wealth Management
Georgia
$7.76K +$7.5K +452 New
DF
657
Dunhill Financial
United Kingdom
$7.52K -$182 -11 -2%
AWM
658
Activest Wealth Management
Florida
$7.39K +$6.85K +413 +2,429%
EWA
659
EQ Wealth Advisors
Texas
$7.39K +$7.13K +430 New
NS
660
NBC Securities
Alabama
$7K +$7.5K +452 New
FMP
661
Financial Management Professionals
Texas
$6.94K +$3.57K +215 +114%
GEA
662
Glen Eagle Advisors
New Jersey
$6.05K
MCM
663
MV Capital Management
Maryland
$6.03K -$1.92K -116 -25%
GWS
664
Greykasell Wealth Strategies
California
$5.79K +$5.59K +337 New
WA
665
WPG Advisers
Maryland
$5.7K -$4.15K -250 -43%
CT
666
Colonial Trust
South Carolina
$5.53K -$26.4K -1,594 -83%
MSWA
667
Marshall & Sterling Wealth Advisors
New York
$5.39K +$5.21K +314 New
TF
668
Tompkins Financial
New York
$5.15K
MIA
669
MeadowBrook Investment Advisors
Michigan
$5.01K
AW
670
Avion Wealth
Texas
$5K
ACA
671
Atlas Capital Advisors
Wyoming
$5K -$245K -14,767 -98%
WT
672
Whittier Trust
California
$4.72K
RMP
673
Richards, Merrill & Peterson
Washington
$4.57K
BLC
674
Brown, Lisle/Cummings
Rhode Island
$4.38K +$4.23K +255 New
RTL
675
Red Tortoise LLC
Georgia
$4.28K