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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 %
1IA
701
1620 Investment Advisors
Massachusetts
$1.4K +$1.4K +100 New
NSIM
702
North Star Investment Management
Illinois
$1.39K – – –
PWMG
703
Prestige Wealth Management Group
New Jersey
$1.26K – – –
RPA
704
Redwood Park Advisors
California
$1.26K -$293 -21 -19%
CFS
705
CGC Financial Services
Oregon
$1.23K – – –
DAM
706
Delta Asset Management
Tennessee
$1.2K – – –
RWM
707
Rialto Wealth Management
New York
$1.14K -$460 -33 -29%
CPG
708
Cornerstone Planning Group
New Jersey
$1.08K -$1.2K -79 -53%
S
709
Sachetta
Massachusetts
$1.07K -$98 -7 -8%
TWD
710
True Wealth Design
Ohio
$1.06K -$95.6K -6,857 -99%
LCM
711
Logan Capital Management
Pennsylvania
$1.05K – – –
TCA
712
Trifecta Capital Advisors
Illinois
$1.05K – – –
CAL
713
Capital Advisors Ltd
Ohio
$1K -$500 -29 -33%
FCG
714
Financial Connections Group
California
$1K – – –
WTFG
715
Wood Tarver Financial Group
Idaho
$1K – – –
CAL
716
Capital Analysts LLC
Pennsylvania
$1K – – –
GWS
717
Greykasell Wealth Strategies
California
$990 -$3.71K -266 -79%
AGWCA
718
Annis Gardner Whiting Capital Advisors
Florida
$893 -$1.44K -103 -62%
SIC
719
SJS Investment Consulting
Ohio
$879 -$586 -42 -40%
ADL
720
Asset Dedication LLC
California
$879 +$879 +63 New
TIM
721
Total Investment Management
Arizona
$850 +$850 +61 New
BHWM
722
Bay Harbor Wealth Management
Maryland
$823 +$223 +16 +37%
DF
723
Dunhill Financial
United Kingdom
$740 -$5.38K -385 -88%
MCM
724
Manchester Capital Management
Vermont
$725 – – –
T
725
Tidemark
California
$669 -$41.4K -2,969 -98%
27 28
29
30 31