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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
AG
901
AlTi Global
New York
$259K -$1.63K -20 -0.6%
WB
902
West Bancorporation
Iowa
$256K +$11.9K +146 +5%
JIC
903
Joel Isaacson & Co
New York
$254K
KFS
904
Kelly Financial Services
Massachusetts
$254K
DWM
905
Dogwood Wealth Management
Kansas
$254K +$257K +3,156 +45,086%
FWTB
906
First Western Trust Bank
Colorado
$254K
OF
907
Optimize Financial
California
$253K +$3.59K +44 +1%
TNBTD
908
Trustmark National Bank Trust Department
Mississippi
$253K
MFG
909
Magnus Financial Group
New York
$253K -$245 -3 -0.1%
GIA
910
Gladstone Institutional Advisory
Florida
$252K +$34.8K +427 +16%
SW
911
SlateStone Wealth
Florida
$252K
UF
912
Univest Financial
Pennsylvania
$252K
RCM
913
RNC Capital Management
California
$252K
SW
914
SVB Wealth
Massachusetts
$251K -$13.5K -165 -5%
MWM
915
Modern Wealth Management
Kansas
$250K +$48.7K +597 +24%
SA
916
Stewardship Advisors
Pennsylvania
$249K -$163 -2 -0.1%
BBA
917
BLB&B Advisors
Pennsylvania
$249K
OL
918
one8zero8 LLC
North Carolina
$249K
OBWA
919
Oak Barrel Wealth Advisory
Virginia
$248K +$252K +3,084 New
DC
920
Davenport & Co
Virginia
$247K +$23.7K +291 +10%
PWMG
921
Private Wealth Management Group
New Jersey
$246K +$1.39K +17 +0.6%
BAM
922
Byrne Asset Management
New Jersey
$245K -$3.67K -45 -1%
SI
923
Severin Investments
Missouri
$244K -$22.2K -272 -8%
BP
924
Ballentine Partners
Massachusetts
$244K -$26K -319 -9%
BSA
925
Bull Street Advisors
Georgia
$244K