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Public Service Enterprise Group

1,199 hedge funds and large institutions have $30.6B invested in Public Service Enterprise Group in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 468 increasing their positions, 365 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

3% less capital invested

Capital invested by funds: $31.6B → $30.6B (-$952M)

1.65% less ownership

Funds ownership: 75.24%73.6% (-1.6%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
1,199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$122M
Puts
$104M
Net Calls
Net Calls Change

Top Buyers

1 +$292M
2 +$154M
3 +$78.2M
4
Ameriprise
Ameriprise
Minnesota
+$54.1M
5
VanEck Associates
VanEck Associates
New York
+$48.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
501
Private Wealth Asset Management
Iowa
$977K
CWS
502
Confluence Wealth Services
Pennsylvania
$976K
LFAS
503
Level Four Advisory Services
Texas
$974K
ET
504
Entropy Technologies
New York
$957K
ACM
505
Advisors Capital Management
New Jersey
$956K
BTI
506
Blue Trust Inc
Georgia
$951K
LNWWM
507
Laird Norton Wetherby Wealth Management
California
$938K
AWM
508
Atticus Wealth Management
Florida
$935K
BCA
509
Bay Colony Advisors
Massachusetts
$926K
BLAM
510
Bourne Lent Asset Management
New York
$924K
IAA
511
Independent Advisor Alliance
North Carolina
$915K
OTL
512
Oak Thistle LLC
New York
$911K
FFA
513
Florida Financial Advisors
Florida
$911K
IWC
514
Integrated Wealth Concepts
Massachusetts
$902K
PWS
515
Peterson Wealth Services
Utah
$901K
ECA
516
Elevated Capital Advisors
Utah
$896K
SFI
517
SPC Financial Inc
Maryland
$894K
CI Investments Inc
518
CI Investments Inc
Ontario, Canada
$892K
CCM
519
Coldstream Capital Management
Washington
$882K
IWA
520
IBEX Wealth Advisors
New Jersey
$880K
SLWA
521
San Luis Wealth Advisors
California
$876K
VCM
522
Voleon Capital Management
California
$871K
TPA
523
Trivium Point Advisory
Connecticut
$869K
GS
524
GTS Securities
New York
$867K
JIC
525
Johnson Investment Counsel
Ohio
$867K