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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
SFG
801
Strive Financial Group
Indiana
$5K
SWM
802
SHP Wealth Management
Massachusetts
$4.75K +$2.88K +169 +167%
RCM
803
Raleigh Capital Management
North Carolina
$4.66K +$4.51K +265 New
VR
804
Vision Retirement
New Jersey
$4.48K +$4.34K +255 New
BHWM
805
Bay Harbor Wealth Management
Maryland
$4.45K +$1.29K +76 +43%
RTL
806
Red Tortoise LLC
Georgia
$4.38K
JFGIW
807
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.25K
AFC
808
Ares Financial Consulting
California
$4.17K
EWP
809
Elevation Wealth Partners
California
$3.95K +$987 +58 +35%
BCWM
810
Bartlett & Co Wealth Management
Ohio
$3.81K +$187 +11 +5%
FG
811
Fairman Group
Pennsylvania
$3.63K
AAG
812
Armstrong Advisory Group
Massachusetts
$3.51K
BWM
813
Benson Wealth Management
Tennessee
$3.51K +$3.4K +200 New
RWM
814
Rialto Wealth Management
New York
$3K +$936 +55 +47%
PCM
815
Penserra Capital Management
California
$3K
BFS
816
Bare Financial Services
Pennsylvania
$2.97K +$1.62K +95 +128%
RF
817
Robinswood Financial
Washington
$2.93K +$2.84K +167 New
VWM
818
Vermillion Wealth Management
Minnesota
$2.69K +$2.6K +153 New
SC
819
SouthState Corp
Florida
$2.65K -$8.97K -527 -78%
TCM
820
Tradewinds Capital Management
Washington
$2.64K
SFS
821
Sunrise Financial Services
Washington
$2.6K +$1.94K +114 +335%
GWM
822
Geneos Wealth Management
Colorado
$2.53K
RWS
823
Retirement Wealth Solutions
Wisconsin
$2.42K +$1.43K +84 +156%
MAM
824
Marquette Asset Management
Minnesota
$2.32K +$238 +14 +12%
NSIM
825
North Star Investment Management
Illinois
$2.28K -$3.49K -205 -61%