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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 %
BWL
676
Bogart Wealth LLC
Virginia
$3.67K -$21.3K -1,531 -85%
MSWA
677
Marshall & Sterling Wealth Advisors
New York
$3.56K -$823 -59 -19%
RTL
678
Red Tortoise LLC
Georgia
$3.47K – – –
OP
679
ORG Partners
Indiana
$3.46K +$1.62K +115 +88%
AWM
680
Abound Wealth Management
Tennessee
$3.08K – – –
VCM
681
Versant Capital Management
Arizona
$2.93K -$45.4K -3,260 -94%
CTWM
682
Cherry Tree Wealth Management
Minnesota
$2.84K – – –
TH
683
TCTC Holdings
Texas
$2.8K – – –
CFFP
684
Center for Financial Planning
Michigan
$2.79K – – –
AAG
685
Armstrong Advisory Group
Massachusetts
$2.79K – – –
MCM
686
MV Capital Management
Maryland
$2.73K -$2.16K -155 -44%
RIL
687
Rothschild Investment LLC
Illinois
$2.64K -$4K -287 -60%
PWMG
688
Private Wealth Management Group
New Jersey
$2.55K -$5.03K -361 -66%
HWP
689
Highline Wealth Partners
California
$2.47K – – –
CIAM
690
Caitong International Asset Management
Hong Kong
$2.15K +$1.73K +124 +413%
PCM
691
Penserra Capital Management
California
$2K – – –
NWM
692
Nova Wealth Management
Florida
$1.88K +$1.14K +82 +155%
RF
693
Rossby Financial
Florida
$1.83K +$1.83K +131 New
WA
694
WPG Advisers
Maryland
$1.78K -$2.84K -204 -61%
DPW
695
DiNuzzo Private Wealth
Pennsylvania
$1.76K +$56 +4 +3%
BA
696
Bellwether Advisors
Nebraska
$1.72K – – –
PWA
697
Physician Wealth Advisors
Utah
$1.72K +$1.13K +81 +193%
HC
698
Hurley Capital
New York
$1.55K – – –
PPC
699
Park Place Capital
Alabama
$1.54K – – –
CIAS
700
CBIZ Investment Advisory Services
Ohio
$1.44K +$991 +71 +222%
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