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
FFO
676
Fortitude Family Office
Arizona
$4.03K
W
677
WealthCollab
Washington
$4.03K
AW
678
Avion Wealth
Texas
$4K
WT
679
Whittier Trust
California
$3.83K
BWL
680
Bogart Wealth LLC
Virginia
$3.67K
MSWA
681
Marshall & Sterling Wealth Advisors
New York
$3.56K
RTL
682
Red Tortoise LLC
Georgia
$3.47K
OP
683
ORG Partners
Indiana
$3.46K
AWM
684
Abound Wealth Management
Tennessee
$3.08K
VCM
685
Versant Capital Management
Arizona
$2.93K
CTWM
686
Cherry Tree Wealth Management
Minnesota
$2.84K
TH
687
TCTC Holdings
Texas
$2.8K
AAG
688
Armstrong Advisory Group
Massachusetts
$2.79K
CFFP
689
Center for Financial Planning
Michigan
$2.79K
MCM
690
MV Capital Management
Maryland
$2.73K
RIL
691
Rothschild Investment LLC
Illinois
$2.63K
PWMG
692
Private Wealth Management Group
New Jersey
$2.55K
HWP
693
Highline Wealth Partners
California
$2.47K
CIAM
694
Caitong International Asset Management
Hong Kong
$2.15K
PCM
695
Penserra Capital Management
California
$2K
NWM
696
Nova Wealth Management
Florida
$1.88K
RF
697
Rossby Financial
Florida
$1.83K
WA
698
WPG Advisers
Maryland
$1.78K
DPW
699
DiNuzzo Private Wealth
Pennsylvania
$1.76K
BA
700
Bellwether Advisors
Nebraska
$1.72K