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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
W
701
WealthCollab
Washington
$1.63K
WCM
702
WealthTrak Capital Management
Virginia
$1.63K +$332 +20 +27%
PWMG
703
Prestige Wealth Management Group
New Jersey
$1.55K
CFS
704
CGC Financial Services
Oregon
$1.51K
DAM
705
Delta Asset Management
Tennessee
$1.48K
S
706
Sachetta
Massachusetts
$1.44K -$2.16K -130 -61%
HPC
707
HM Payson & Co
Maine
$1.41K
WTFG
708
Wood Tarver Financial Group
Idaho
$1.32K
WPA
709
West Paces Advisors
Georgia
$1.31K
LCM
710
Logan Capital Management
Pennsylvania
$1.29K
TCA
711
Trifecta Capital Advisors
Illinois
$1.29K +$1.24K +75 New
GFPC
712
Global Financial Private Client
Florida
$1.27K +$697 +42 +131%
WW
713
Winnow Wealth
Texas
$1.04K +$332 +20 +49%
CAL
714
Capital Advisors Ltd
Ohio
$1K -$6.55K -395 -82%
FCG
715
Financial Connections Group
California
$1K
PWA
716
Principia Wealth Advisory
Texas
$992 -$83 -5 -8%
NWM
717
Nova Wealth Management
Florida
$911 +$879 +53 New
MCM
718
Manchester Capital Management
Vermont
$894
TFM
719
TFC Financial Management
Massachusetts
$739 -$66 -4 -9%
BHWM
720
Bay Harbor Wealth Management
Maryland
$739 +$713 +43 New
PWA
721
Physician Wealth Advisors
Utah
$722 +$697 +42 New
CIAS
722
CBIZ Investment Advisory Services
Ohio
$551 +$531 +32 New
APW
723
Aventura Private Wealth
Florida
$550 -$83 -5 -14%
NL
724
NVWM LLC
Pennsylvania
$515 -$498 -30 -50%
SFCL
725
Strengthening Families & Communities LLC
Massachusetts
$515