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901 hedge funds and large institutions have $37.2B invested in PG&E in 2026 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 417 increasing their positions, 254 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $372M | Put options by funds: $176M

64% more repeat investments, than reductions

Existing positions increased: 417 | Existing positions reduced: 254

40% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 89

8% more capital invested

Capital invested by funds: $34.6B → $37.2B (+$2.64B)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

3% more funds holding

Funds holding: 877901 (+24)

1.49% less ownership

Funds ownership: 97.78%96.28% (-1.5%)

Holders
901
Holders Change
+24
Holders Change %
+2.74%
% of All Funds
11.1%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
125
Increased
417
Reduced
254
Closed
89
Calls
$372M
Puts
$176M
Net Calls
+$196M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
751
Physician Wealth Advisors
Utah
$14.8K +$596 +35 +4%
SR
752
Swiss Re
Switzerland
$14.6K
S
753
Sachetta
Massachusetts
$14.4K +$9.72K +571 +229%
PWMG
754
Private Wealth Management Group
New Jersey
$14.4K +$170 +10 +1%
APW
755
Aventura Private Wealth
Florida
$13.3K
MCM
756
Manchester Capital Management
Vermont
$13.3K +$510 +30 +4%
GWP
757
Gen-Wealth Partners
Michigan
$12.9K +$3.76K +221 +43%
SIS
758
Sound Income Strategies
Florida
$11.6K +$8.08K +475 +264%
SS
759
Sunbelt Securities
Texas
$11.5K +$5.97K +351 +115%
CFB
760
Cullen/Frost Bankers
Texas
$11.1K -$12.5K -735 -54%
AF
761
Advisornet Financial
Minnesota
$10.9K -$51 -3 -0.5%
BIA
762
Bell Investment Advisors
California
$10.7K -$1.45K -85 -12%
CIAS
763
Capital Investment Advisory Services
North Carolina
$10.2K +$1.58K +93 +19%
EB
764
Eastern Bank
Massachusetts
$9.84K -$425 -25 -4%
GSEP
765
Golden State Equity Partners
California
$9.75K +$9.44K +555 New
CT
766
Colonial Trust
South Carolina
$9.58K +$4.97K +292 +115%
AA
767
Ancora Advisors
Ohio
$9.56K
BF
768
BOK Financial
Oklahoma
$9.21K +$8.92K +524 New
JWA
769
JFS Wealth Advisors
Pennsylvania
$8.97K -$40.2K -2,360 -82%
CPG
770
Cornerstone Planning Group
New Jersey
$8.69K +$6.13K +360 +209%
BWL
771
Bogart Wealth LLC
Virginia
$8.5K +$2.57K +151 +45%
W
772
WealthCollab
Washington
$8.24K +$596 +35 +8%
SWP
773
Strategic Wealth Partners
Ohio
$8.11K +$613 +36 +8%
FFO
774
Fortitude Family Office
Arizona
$8.03K +$5.36K +315 +222%
CMA
775
Cedar Mountain Advisors
Oregon
$7.98K +$17 +1 +0.2%