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PG&E
PCG

827 hedge funds and large institutions have $31.5B invested in PG&E in 2025 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 320 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $1.67B | Put options by funds: $555M

100% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 76

20% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 266

9% more funds holding

Funds holding: 757 → 827 (+70)

8% more capital invested

Capital invested by funds: $29.2B → $31.5B (+$2.3B)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

0.3% less ownership

Funds ownership: 78.3% → 78% (-0.3%)

Holders
827
Holders Change
+70
Holders Change %
+9.25%
% of All Funds
10.85%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.26%
New
152
Increased
320
Reduced
266
Closed
76
Calls
$1.67B
Puts
$555M
Net Calls
+$1.11B
Net Calls Change
+$615M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$461M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$320M
3
BCM
BlueCrest Capital Management
Jersey
+$144M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$136M
5
RCMU
Rokos Capital Management (UK)
United Kingdom
+$99.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$349M
2
Capital International Investors
Capital International Investors
California
-$188M
3
Millennium Management
Millennium Management
New York
-$181M
4
Citadel Advisors
Citadel Advisors
Florida
-$145M
5
BlackRock
BlackRock
New York
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
776
Bay Harbor Wealth Management
Maryland
$1.33K +$423 +29 +49%
DAM
777
Delta Asset Management
Tennessee
$1.3K – – –
NL
778
NVWM LLC
Pennsylvania
$1.27K +$642 +44 +110%
HPC
779
HM Payson & Co
Maine
$1.24K – – –
LCM
780
Logan Capital Management
Pennsylvania
$1.13K – – –
TCA
781
Trifecta Capital Advisors
Illinois
$1.13K – – –
BFS
782
Bare Financial Services
Pennsylvania
$1.12K +$1.08K +74 New
UCB
783
United Community Bank
South Carolina
$1.12K +$1.08K +74 New
GWS
784
Greykasell Wealth Strategies
California
$1.07K – – –
HFS
785
Hughes Financial Services
Virginia
$1.01K +$890 +61 New
FCG
786
Financial Connections Group
California
$1K – – –
CAL
787
Capital Analysts LLC
Pennsylvania
$1K +$15 +1 +1%
CCM
788
Cloud Capital Management
Washington
$1K +$1.81K +124 New
DWA
789
Delos Wealth Advisors
Texas
$996 +$963 +66 New
ADL
790
Asset Dedication LLC
California
$951 – – –
TIM
791
Tortoise Investment Management
New York
$950 +$919 +63 New
TCB
792
Texas Capital Bancshares
Texas
$769 +$744 +51 New
TPBG
793
Turning Point Benefit Group
Maryland
$767 +$715 +49 New
ACA
794
American Capital Advisory
Idaho
$754 +$379 +26 +108%
GA
795
Guerra Advisors
Florida
$754 +$729 +50 New
T
796
Tidemark
California
$725 – – –
QWM
797
Quaker Wealth Management
New Jersey
$679 +$656 +45 New
GWSG
798
GPS Wealth Strategies Group
Colorado
$664 – – –
WWM
799
Wolff Wiese Magana
California
$604 +$583 +40 New
RWS
800
Retirement Wealth Solutions
Wisconsin
$558 +$540 +37 New
30 31
32
33 34

PCG Hedge Fund Activity: Q3 2025 in Review

827 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q3 2025, worth a combined $31.5B — up 7.9% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new PCG positions and 76 closed out — a net gain of 76 holders — while 320 added to existing stakes and 266 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $461M. The largest seller was JP Morgan Chase, cutting an estimated $349M.

  • 827 institutional investors held PG&E (PCG) as of Q3 2025, up from 757 in Q2 2025.
  • Funds reported $31.5B of PG&E stock for Q3 2025, up 7.9% quarter-over-quarter.
  • 152 funds opened new PG&E positions in Q3 2025 and 76 closed out, a net change of +76 holders.
  • The largest PG&E buyer in Q3 2025 was Capital Research Global Investors, an estimated $461M added.
  • The largest PG&E seller in Q3 2025 was JP Morgan Chase, an estimated $349M sold.

Based on aggregated 13F filings for Q3 2025.