749 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, 246 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

15.54% less ownership

Funds ownership: 93.75%78.21% (-16%)

17% less capital invested

Capital invested by funds: $35.4B → $29.2B (-$6.18B)

Holders
749
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
CIAS
701
CBIZ Investment Advisory Services
Ohio
$1.44K
1IA
702
1620 Investment Advisors
Massachusetts
$1.4K
NSIM
703
North Star Investment Management
Illinois
$1.39K
PWMG
704
Prestige Wealth Management Group
New Jersey
$1.26K
RPA
705
Redwood Park Advisors
California
$1.25K
CFS
706
CGC Financial Services
Oregon
$1.23K
DAM
707
Delta Asset Management
Tennessee
$1.2K
RWM
708
Rialto Wealth Management
New York
$1.14K
HPC
709
HM Payson & Co
Maine
$1.14K
CPG
710
Cornerstone Planning Group
New Jersey
$1.08K
S
711
Sachetta
Massachusetts
$1.07K
TWD
712
True Wealth Design
Ohio
$1.06K
LCM
713
Logan Capital Management
Pennsylvania
$1.05K
TCA
714
Trifecta Capital Advisors
Illinois
$1.05K
CAL
715
Capital Advisors Ltd
Ohio
$1K
CAL
716
Capital Analysts LLC
Pennsylvania
$1K
WTFG
717
Wood Tarver Financial Group
Idaho
$1K
FCG
718
Financial Connections Group
California
$1K
GWS
719
Greykasell Wealth Strategies
California
$990
AGWCA
720
Annis Gardner Whiting Capital Advisors
Florida
$893
SIC
721
SJS Investment Consulting
Ohio
$879
ADL
722
Asset Dedication LLC
California
$879
TIM
723
Total Investment Management
Arizona
$850
BHWM
724
Bay Harbor Wealth Management
Maryland
$823
DF
725
Dunhill Financial
United Kingdom
$740