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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
WC
251
Waterloo Capital
Texas
$1.93M +$1.97M +47,824 New
FMI
252
F/M Investments
District of Columbia
$1.89M +$111K +2,690 +6%
NIM
253
NEOS Investment Management
Connecticut
$1.88M +$368K +8,915 +24%
CPCPP
254
Canada Post Corporation Pension Plan
Canada
$1.86M +$1.91M +46,290 New
MFA
255
Millington Financial Advisors
Illinois
$1.85M +$361K +8,761 +24%
SA
256
Strategic Advisors
New York
$1.85M
Corient Private Wealth
257
Corient Private Wealth
Florida
$1.83M -$17.2K -416 -0.9%
AssetMark Inc
258
AssetMark Inc
California
$1.82M +$1.15M +27,754 +158%
OSAM
259
O'Shaughnessy Asset Management
Connecticut
$1.8M +$497K +12,052 +37%
OPERF
260
Oregon Public Employees Retirement Fund
Oregon
$1.79M +$12.4K +300 +0.7%
AAM
261
Advisors Asset Management
Colorado
$1.72M +$607K +14,718 +53%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$1.71M +$163K +3,958 +10%
Janus Henderson Group
263
Janus Henderson Group
United Kingdom
$1.7M -$56.4K -1,366 -3%
GI
264
GAMCO Investors
Connecticut
$1.67M -$37.5K -910 -2%
SPC
265
Sigma Planning Corp
Michigan
$1.66M -$17.6K -427 -1%
AA
266
Altman Advisors
Illinois
$1.66M +$35.4K +857 +2%
PAS
267
Park Avenue Securities
New York
$1.65M +$1.69M +40,871 New
UAS
268
United Asset Strategies
New York
$1.64M -$3.84K -93 -0.2%
LTAS
269
Linden Thomas Advisory Services
North Carolina
$1.63M +$69.6K +1,686 +4%
MFG
270
Merit Financial Group
Georgia
$1.63M +$170K +4,112 +11%
TRSOTSOK
271
Teachers Retirement System of the State of Kentucky
Kentucky
$1.62M +$24.3K +590 +1%
SFA
272
Sequoia Financial Advisors
Ohio
$1.6M +$247K +5,977 +18%
RIM
273
Redwood Investment Management
Arizona
$1.59M -$162K -3,934 -9%
VAS
274
Vestmark Advisory Solutions
Massachusetts
$1.53M +$1.57M +38,005 New
AAF
275
Andra AP-fonden
Sweden
$1.51M -$2.36M -57,100 -60%

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.