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
PWA
701
Physician Wealth Advisors
Utah
$1.72K
HC
702
Hurley Capital
New York
$1.55K
PPC
703
Park Place Capital
Alabama
$1.54K
APW
704
Aventura Private Wealth
Florida
$1.53K
CIAS
705
CBIZ Investment Advisory Services
Ohio
$1.44K
1IA
706
1620 Investment Advisors
Massachusetts
$1.4K
NSIM
707
North Star Investment Management
Illinois
$1.39K
PWMG
708
Prestige Wealth Management Group
New Jersey
$1.26K
RPA
709
Redwood Park Advisors
California
$1.25K
CFS
710
CGC Financial Services
Oregon
$1.23K
DAM
711
Delta Asset Management
Tennessee
$1.2K
RWM
712
Rialto Wealth Management
New York
$1.14K
HPC
713
HM Payson & Co
Maine
$1.14K
CPG
714
Cornerstone Planning Group
New Jersey
$1.08K
S
715
Sachetta
Massachusetts
$1.07K
TWD
716
True Wealth Design
Ohio
$1.06K
TCA
717
Trifecta Capital Advisors
Illinois
$1.05K
LCM
718
Logan Capital Management
Pennsylvania
$1.05K
CAL
719
Capital Advisors Ltd
Ohio
$1K
WTFG
720
Wood Tarver Financial Group
Idaho
$1K
FCG
721
Financial Connections Group
California
$1K
CAL
722
Capital Analysts LLC
Pennsylvania
$1K
GWS
723
Greykasell Wealth Strategies
California
$990
AGWCA
724
Annis Gardner Whiting Capital Advisors
Florida
$893
SIC
725
SJS Investment Consulting
Ohio
$879