We are live on ! Find out more

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
WAG
776
Wilkerson Advisory Group
Missouri
$7.89K +$4.03K +237 +112%
MWA
777
Medallion Wealth Advisors
Connecticut
$7.59K
WTA
778
Washington Trust Advisors
Massachusetts
$7.57K +$1.09K +64 +17%
SC
779
Stance Capital
Massachusetts
$7.36K +$7.13K +419 New
O
780
Ossiam
France
$7.33K +$170 +10 +2%
WIM
781
Westside Investment Management
California
$7.25K -$1.58K -93 -19%
CFG
782
Clayton Financial Group
Missouri
$6.92K
RF
783
Rossby Financial
Florida
$6.92K +$4.41K +259 +198%
KG
784
Kilter Group
New York
$6.87K +$647 +38 +11%
AWM
785
Abound Wealth Management
Tennessee
$6.83K +$2.21K +130 +50%
FCAS
786
First Command Advisory Services
Texas
$6.8K +$6.57K +386 New
SSG
787
Summit Securities Group
New York
$6.34K -$49.4K -2,902 -89%
GEA
788
Glen Eagle Advisors
New Jersey
$6.18K
AW
789
Avion Wealth
Texas
$6K +$953 +56 +17%
MCM
790
MV Capital Management
Maryland
$5.87K +$391 +23 +7%
KFI
791
Key Financial Inc
Pennsylvania
$5.87K -$681 -40 -11%
TCM
792
Triumph Capital Management
Colorado
$5.73K
CFM
793
Cornerstone Financial Management
Massachusetts
$5.71K +$1.43K +84 +35%
JSAM
794
J. Safra Asset Management
New York
$5.62K
TF
795
Tompkins Financial
New York
$5.27K
EFMH
796
E Fund Management (HK)
Hong Kong
$5.18K +$5.02K +295 New
FPF
797
First Pacific Financial
Washington
$5.17K +$5K +294 New
JGCM
798
Joseph Group Capital Management
Ohio
$5.09K +$4.93K +290 New
IWM
799
IMG Wealth Management
Florida
$5.08K +$1.16K +68 +31%
AGWCA
800
Annis Gardner Whiting Capital Advisors
Florida
$5.02K +$1.74K +102 +56%