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FirstEnergy

825 hedge funds and large institutions have $20.1B invested in FirstEnergy in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 396 increasing their positions, 199 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 199

54% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 68

24% more call options, than puts

Call options by funds: $148M | Put options by funds: $119M

4% more funds holding

Funds holding: 796825 (+29)

2.02% more ownership

Funds ownership: 84.4%86.42% (+2%)

2% more capital invested

Capital invested by funds: $19.7B → $20.1B (+$408M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
825
Holders Change
+29
Holders Change %
+3.64%
% of All Funds
10.86%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
105
Increased
396
Reduced
199
Closed
68
Calls
$148M
Puts
$119M
Net Calls
+$28.9M
Net Calls Change
-$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
226
Larson Financial Group
Missouri
$2.37M +$352K +8,534 +17%
VPIM
227
Vanguard Personalized Indexing Management
California
$2.34M +$574K +13,909 +31%
SOADOR
228
State of Alaska Department of Revenue
Alaska
$2.32M -$103K -2,505 -4%
Wealth Enhancement Advisory Services
229
Wealth Enhancement Advisory Services
Minnesota
$2.28M +$692K +16,782 +42%
PM
230
Phraction Management
Connecticut
$2.27M +$2.32M +56,315 New
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$2.26M +$497K +12,049 +27%
QCM
232
Qsemble Capital Management
New York
$2.26M +$2.32M +56,135 New
WP
233
Woodline Partners
California
$2.24M +$505K +12,234 +28%
CIBC World Market
234
CIBC World Market
Ontario, Canada
$2.23M -$209K -5,061 -8%
Rafferty Asset Management
235
Rafferty Asset Management
New York
$2.22M +$373K +9,039 +20%
Bank of Nova Scotia
236
Bank of Nova Scotia
Ontario, Canada
$2.21M -$6.45M -156,247 -74%
EMPI
237
Elo Mutual Pension Insurance
Finland
$2.2M +$323K +7,837 +17%
MT
238
Midwest Trust
Kansas
$2.18M +$2.23M +54,083 New
FB
239
Fulton Bank
Pennsylvania
$2.16M +$904K +21,898 +69%
PDL
240
Portfolio Design Labs
California
$2.12M -$702K -17,025 -24%
AI
241
Atria Investments
North Carolina
$2.1M +$989K +23,959 +85%
AAS
242
Avantax Advisory Services
Texas
$2.06M +$217K +5,267 +11%
IIM
243
INTECH Investment Management
Florida
$2.06M +$99.1K +2,402 +5%
Envestnet Portfolio Solutions
244
Envestnet Portfolio Solutions
Illinois
$2.03M +$1.1M +26,660 +112%
KAS
245
Kestra Advisory Services
Texas
$2M +$324K +7,861 +19%
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$2M
Schroder Investment Management Group
247
Schroder Investment Management Group
United Kingdom
$1.99M +$25.1K +608 +1%
US Bancorp
248
US Bancorp
Minnesota
$1.96M +$204K +4,952 +11%
Nisa Investment Advisors
249
Nisa Investment Advisors
Missouri
$1.95M +$662K +16,046 +49%
KBFS
250
Kohmann Bosshard Financial Services
Ohio
$1.95M +$9.94K +241 +0.5%

FE Hedge Fund Activity: Q2 2025 in Review

825 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q2 2025, worth a combined $20.1B — up 2.1% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new FE positions and 68 closed out — a net gain of 37 holders — while 396 added to existing stakes and 199 trimmed.

The largest buyer was Capital World Investors, adding an estimated $470M. The largest seller was Fidelity Investments, cutting an estimated $223M.

  • 825 institutional investors held FirstEnergy (FE) as of Q2 2025, up from 796 in Q1 2025.
  • Funds reported $20.1B of FirstEnergy stock for Q2 2025, up 2.1% quarter-over-quarter.
  • 105 funds opened new FirstEnergy positions in Q2 2025 and 68 closed out, a net change of +37 holders.
  • The largest FirstEnergy buyer in Q2 2025 was Capital World Investors, an estimated $470M added.
  • The largest FirstEnergy seller in Q2 2025 was Fidelity Investments, an estimated $223M sold.

Based on aggregated 13F filings for Q2 2025.