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FirstEnergy

842 hedge funds and large institutions have $23.8B invested in FirstEnergy in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 341 increasing their positions, 236 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 74

44% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 236

18% more capital invested

Capital invested by funds: $20.1B → $23.8B (+$3.7B)

2% more funds holding

Funds holding: 825842 (+17)

1.99% more ownership

Funds ownership: 86.42%88.42% (+2%)

4% more call options, than puts

Call options by funds: $133M | Put options by funds: $128M

Holders
842
Holders Change
+17
Holders Change %
+2.06%
% of All Funds
11.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
109
Increased
341
Reduced
236
Closed
74
Calls
$133M
Puts
$128M
Net Calls
+$5.16M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$2.67M +$93.1K +2,181 +4%
Envestnet Portfolio Solutions
227
Envestnet Portfolio Solutions
Illinois
$2.66M +$324K +7,598 +15%
MOACM
228
Mutual of America Capital Management
New York
$2.58M -$110K -2,578 -4%
CIBC World Market
229
CIBC World Market
Ontario, Canada
$2.58M +$35.1K +822 +1%
FB
230
Fulton Bank
Pennsylvania
$2.57M +$106K +2,492 +5%
SOADOR
231
State of Alaska Department of Revenue
Alaska
$2.54M -$87K -2,039 -4%
WC
232
Waterloo Capital
Texas
$2.54M +$327K +7,669 +16%
RBA
233
Richard Bernstein Advisors
New York
$2.52M -$2.72M -63,821 -54%
Rafferty Asset Management
234
Rafferty Asset Management
New York
$2.51M -$20.6K -483 -0.9%
T. Rowe Price Investment Management
235
T. Rowe Price Investment Management
Maryland
$2.49M +$1.35M +31,564 +138%
AssetMark Inc
236
AssetMark Inc
California
$2.48M +$374K +8,750 +19%
MT
237
Midwest Trust
Kansas
$2.44M -$39.9K -934 -2%
BHCM
238
Brevan Howard Capital Management
Jersey
$2.4M -$2.05M -47,906 -48%
LWL
239
Leo Wealth LLC
Texas
$2.36M +$699K +16,385 +47%
PM
240
Phraction Management
Connecticut
$2.32M -$244K -5,705 -10%
IC
241
IEQ Capital
California
$2.31M +$1.74M +40,723 +419%
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$2.27M
MFA
243
Millington Financial Advisors
Illinois
$2.25M +$121K +2,837 +6%
Pacer Advisors
244
Pacer Advisors
Pennsylvania
$2.24M -$1.08M -25,192 -34%
BPAMU
245
BTG Pactual Asset Management US
New York
$2.21M -$6.08M -142,407 -75%
KBFS
246
Kohmann Bosshard Financial Services
Ohio
$2.21M -$13.7K -320 -0.7%
KAS
247
Kestra Advisory Services
Texas
$2.2M -$72K -1,686 -3%
DWM
248
Dynasty Wealth Management
Florida
$2.2M +$726K +17,011 +55%
US Bancorp
249
US Bancorp
Minnesota
$2.17M -$59.6K -1,396 -3%
OSAM
250
O'Shaughnessy Asset Management
Connecticut
$2.16M +$111K +2,594 +6%