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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
EGM
276
Engineers Gate Manager
New York
$1.51M +$39.7K +962 +3%
KRS
277
Kentucky Retirement Systems
Kentucky
$1.49M -$99.8K -2,418 -6%
Holocene Advisors
278
Holocene Advisors
New York
$1.48M -$6.54M -158,428 -81%
CB
279
Commerce Bank
Missouri
$1.48M -$65K -1,576 -4%
SCM
280
Sterling Capital Management
North Carolina
$1.47M +$186K +4,513 +14%
MSU
281
Mizuho Securities USA
New York
$1.43M -$230K -5,564 -14%
Pathstone Holdings
282
Pathstone Holdings
New Jersey
$1.41M -$90.5K -2,194 -6%
LWL
283
Leo Wealth LLC
Texas
$1.41M +$1.45M +35,103 New
VI
284
Versor Investments
New York
$1.39M +$1.13M +27,400 +386%
Mercer Global Advisors
285
Mercer Global Advisors
Colorado
$1.39M -$42.8K -1,038 -3%
A
286
AlphaQuest
New York
$1.36M +$396K +9,598 +40%
BFA
287
Beacon Financial Advisory
Ohio
$1.34M +$1.11M +26,971 +425%
VF
288
Virtu Financial
New York
$1.34M +$1.13M +27,432 +469%
NA
289
NewEdge Advisors
Louisiana
$1.34M +$211K +5,124 +18%
CI
290
Cherokee Insurance
Michigan
$1.33M
CA
291
Callahan Advisors
Texas
$1.31M
TSWM
292
Tyler-Stone Wealth Management
Ohio
$1.31M +$413K +10,010 +45%
SA
293
Sanctuary Advisors
Indiana
$1.29M +$251K +6,089 +24%
ABTD
294
Arvest Bank Trust Division
Oklahoma
$1.27M +$31.1K +753 +2%
KBC Group
295
KBC Group
Belgium
$1.27M
BPA
296
Beacon Pointe Advisors
California
$1.27M -$1.61K -39 -0.1%
QWM
297
Quadcap Wealth Management
Texas
$1.25M +$10.2K +246 +0.8%
NB
298
Norinchukin Bank
Japan
$1.25M +$102K +2,476 +9%
HIMCH
299
Hartford Investment Management Co (HIMCO)
Connecticut
$1.25M -$10.9K -265 -0.8%
HW
300
Hancock Whitney
Mississippi
$1.25M +$223K +5,409 +21%

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.