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
FC
851
Financial Consulate
Maryland
$1.25K +$868 +51 +255%
GWS
852
Greykasell Wealth Strategies
California
$1.25K
IWS
853
Intentional Wealth Strategies
Colorado
$1.23K +$1.19K +70 New
CFFP
854
Center for Financial Planning
Michigan
$1.18K -$1.14K -67 -50%
SIM
855
Synergy Investment Management
Florida
$1.14K +$1.11K +65 New
ADL
856
Asset Dedication LLC
California
$1.11K
FA
857
Fountainhead AM
New Jersey
$1.05K +$1.02K +60 New
FCG
858
Financial Connections Group
California
$1K
VNA
859
Valley National Advisers
Pennsylvania
$1K +$323 +19 +26%
PJC
860
Phillip James Consulting
Minnesota
$1K +$459 +27 New
DF
861
Dunhill Financial
United Kingdom
$974 +$34 +2 +4%
PWA
862
Portus Wealth Advisors
North Carolina
$966 +$936 +55 New
QWM
863
Quaker Wealth Management
New Jersey
$949 +$68 +4 +8%
1CP
864
1015 Capital Partners
Pennsylvania
$931 +$119 +7 +15%
NB
865
NBT Bank
New York
$914 +$885 +52 New
BH
866
Burk Holdings
Oklahoma
$861 +$834 +49 New
OA
867
Operose Advisors
Wisconsin
$861 +$834 +49 New
GWSA
868
Global Wealth Strategies & Associates
Colorado
$843
MWM
869
Mascoma Wealth Management
New Hampshire
$826 +$800 +47 New
TM
870
Torren Management
California
$799 -$33.8K -1,985 -98%
TFM
871
TFC Financial Management
Massachusetts
$774 +$715 +42 +2,100%
WWM
872
Wolff Wiese Magana
California
$703
BIM
873
Breakwater Investment Management
Washington
$633
HIA
874
HFM Investment Advisors
New Jersey
$633
GIA
875
GHP Investment Advisors
Colorado
$528 +$510 +30 New