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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
NMERB
326
New Mexico Educational Retirement Board
New Mexico
$964K
MCB
327
Morton Community Bank
Illinois
$961K -$2.8M -67,792 -74%
AF
328
Advisornet Financial
Minnesota
$961K +$281K +6,816 +40%
Focus Partners Wealth
329
Focus Partners Wealth
Massachusetts
$944K +$93.3K +2,262 +11%
WA
330
Wealth Alliance
New York
$936K +$514K +12,449 +115%
TPA
331
Trivium Point Advisory
Connecticut
$932K -$49.8K -1,206 -5%
AI
332
Arvest Investments
Arkansas
$928K -$11.3K -274 -1%
IAA
333
Independent Advisor Alliance
North Carolina
$926K +$9.94K +241 +1%
SRL
334
Scientech Research LLC
New Jersey
$919K +$941K +22,817 New
T. Rowe Price Investment Management
335
T. Rowe Price Investment Management
Maryland
$918K +$941K +22,800 New
CGH
336
Crossmark Global Holdings
Texas
$915K -$36.4K -882 -4%
ET
337
Equitable Trust
Tennessee
$913K -$289 -7 -0%
Jones Financial Companies
338
Jones Financial Companies
Missouri
$897K +$206K +4,997 +29%
BFG
339
Bleakley Financial Group
New Jersey
$874K +$308K +7,475 +53%
OTL
340
Oak Thistle LLC
New York
$873K +$895K +21,691 New
NL
341
Navalign LLC
California
$867K +$1.16K +28 +0.1%
VA
342
Vident Advisory
Georgia
$864K -$877K -21,250 -50%
BAMF
343
BI Asset Management Fondsmaeglerselskab
Denmark
$860K +$105K +2,555 +14%
PCG
344
Prosperity Consulting Group
Maryland
$857K -$39.3K -953 -4%
MC
345
Machina Capital
France
$849K +$870K +21,078 New
KPWS
346
Kestra Private Wealth Services
Texas
$842K -$2.48K -60 -0.3%
Balyasny Asset Management
347
Balyasny Asset Management
Illinois
$841K -$70.4M -1,706,735 -99%
Connor, Clark & Lunn Investment Management (CC&L)
348
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$840K +$861K +20,858 New
OC
349
Oppenheimer & Co
New York
$822K +$110K +2,667 +15%
Thrivent Financial for Lutherans
350
Thrivent Financial for Lutherans
Minnesota
$813K +$3.71K +90 +0.4%

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.