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Public Service Enterprise Group

1,280 hedge funds and large institutions have $30.3B invested in Public Service Enterprise Group in 2025 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 459 increasing their positions, 428 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $88.4M | Put options by funds: $45.9M

86% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 93

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

5% more funds holding

Funds holding: 1,2161,280 (+64)

1.89% more ownership

Funds ownership: 73.72%75.6% (+1.9%)

7% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 428

1% less capital invested

Capital invested by funds: $30.7B → $30.3B (-$397M)

Holders
1,280
Holders Change
+64
Holders Change %
+5.26%
% of All Funds
15.58%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
173
Increased
459
Reduced
428
Closed
93
Calls
$88.4M
Puts
$45.9M
Net Calls
+$42.4M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
726
Key Financial Inc
Pennsylvania
$419K +$10.8K +133 +3%
Federated Hermes
727
Federated Hermes
Pennsylvania
$419K -$49.1K -602 -10%
SWA
728
Strategies Wealth Advisors
Michigan
$418K +$425K +5,210 New
CI
729
Chartist Inc
California
$418K
CW
730
CreativeOne Wealth
Kansas
$417K -$32K -392 -7%
Vontobel Holding
731
Vontobel Holding
Switzerland
$417K +$8.08K +99 +2%
DAC
732
Dividend Assets Capital
South Carolina
$415K -$53K -650 -11%
Bessemer Group
733
Bessemer Group
New Jersey
$413K -$45.4K -556 -10%
SWM
734
Segment Wealth Management
Texas
$413K +$14.8K +182 +4%
MFIM
735
Mesirow Financial Investment Management
Illinois
$410K -$13.4K -164 -3%
PWP
736
Prasad Wealth Partners
Ohio
$410K +$163 +2 +0%
VSQM
737
V-Square Quantitative Management
Illinois
$406K +$413K +5,062 New
CA
738
Centerpoint Advisors
Massachusetts
$404K +$360K +4,408 +714%
ADL
739
Asset Dedication LLC
California
$402K
FAM
740
Flaharty Asset Management
Florida
$402K +$489 +6 +0.1%
PP
741
PDS Planning
Ohio
$402K -$13.9K -170 -3%
GJWM
742
Gilliland Jeter Wealth Management
Arkansas
$402K
GLF
743
Groupe la Francaise
France
$401K +$380K +4,659 +1,395%
NAG
744
Northstar Advisory Group
New Jersey
$400K +$82 +1 +0%
DBRC
745
D.B. Root & Company
Pennsylvania
$400K +$6.2K +76 +2%
LA
746
Legacy Advisors
Pennsylvania
$397K +$17.1K +210 +4%
FTWA
747
Fifth Third Wealth Advisors
Ohio
$396K -$14.4K -177 -3%
ST
748
Smithfield Trust
Pennsylvania
$396K
RFC
749
Regions Financial Corp
Alabama
$393K -$10.6K -130 -3%
SWP
750
Sagespring Wealth Partners
Tennessee
$393K -$320K -3,917 -44%