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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
MWM
876
Modern Wealth Management
Kansas
– -$161K -11,525 Closed
PFA
877
Pure Financial Advisors
California
– -$160K -11,501 Closed
VEA
878
Virtus ETF Advisers
New York
– -$159K -11,383 Closed
GSC
879
Ground Swell Capital
South Carolina
– -$155K -11,127 Closed
SWP
880
Sagespring Wealth Partners
Tennessee
– -$144K -10,365 Closed
CA
881
Capital Advantage
California
– -$143K -10,239 Closed
LNWWM
882
Laird Norton Wetherby Wealth Management
California
– -$142K -10,206 Closed
WSFS
883
Wilmington Savings Fund Society
Delaware
– -$135K -9,688 Closed
HT
884
Headlands Technologies
Illinois
– -$101K -7,240 Closed
BIG
885
Brooklyn Investment Group
New York
– -$70.2K -5,035 Closed
FIA
886
FNY Investment Advisers
New York
– -$38.8K -2,659 -99%
MYIA
887
Mount Yale Investment Advisors
Colorado
– -$24.5K -1,758 Closed
TFGT
888
TS Financial Group (TSFG)
Illinois
– -$14K -1,000 Closed
SO
889
Sierra Ocean
California
– -$13.9K -993 Closed
PFG
890
Putney Financial Group
California
– -$10K -720 Closed
TPWA
891
Twin Peaks Wealth Advisors
California
– -$7.47K -483 Closed
EWA
892
EQ Wealth Advisors
Texas
– -$5.99K -430 Closed
NC
893
NewSquare Capital
Pennsylvania
– -$5.51K -395 Closed
HWP
894
Highline Wealth Partners
California
– -$2.47K -177 Closed
NWM
895
Nova Wealth Management
Florida
– -$1.88K -135 Closed
BA
896
Bellwether Advisors
Nebraska
– -$1.72K -123 Closed
PWMG
897
Prestige Wealth Management Group
New Jersey
– -$1.26K -90 Closed
WTFG
898
Wood Tarver Financial Group
Idaho
– -$1K -77 Closed
TIM
899
Total Investment Management
Arizona
– -$850 -61 Closed
TFM
900
TFC Financial Management
Massachusetts
– -$600 -43 Closed
33 34 35
36
37

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.