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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
BCI
401
Brinker Capital Investments
Pennsylvania
$530K +$240K +5,811 +79%
LFA
402
Legacy Financial Advisors
Kentucky
$528K +$65.9K +1,598 +14%
KeyBank National Association
403
KeyBank National Association
Ohio
$526K -$20.1K -486 -4%
SC
404
Scotia Capital
Ontario, Canada
$525K -$11.2K -271 -2%
FWA
405
FSM Wealth Advisors
Ohio
$521K +$167K +4,054 +45%
1C
406
111 Capital
France
$517K +$530K +12,839 New
SC
407
Savant Capital
Illinois
$517K +$27.4K +664 +5%
TSS
408
Two Sigma Securities
New York
$501K -$2.68K -65 -0.5%
RW
409
Rockport Wealth
Ohio
$500K +$512K +12,410 New
FHA
410
First Horizon Advisors
Tennessee
$496K -$15.4K -374 -3%
UCFA
411
United Capital Financial Advisors
Texas
$492K +$16.8K +406 +3%
LAS
412
LWM Advisory Services
Florida
$486K +$78.4K +1,900 +19%
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$485K +$9.9K +240 +2%
ASN
414
Advisory Services Network
Georgia
$482K +$466K +11,285 New
PSC
415
Portman Square Capital
United Kingdom
$479K +$491K +11,906 New
GI
416
GAMMA Investing
California
$479K +$49.7K +1,204 +11%
CWA
417
Centennial Wealth Advisory
Michigan
$474K +$40.3K +976 +9%
CFB
418
Cullen/Frost Bankers
Texas
$470K -$1.16K -28 -0.2%
PWG
419
Portside Wealth Group
Utah
$461K -$3.18K -77 -0.7%
NG
420
Norden Group
Utah
$460K -$2.1K -51 -0.4%
MSA
421
MUFG Securities Americas
New York
$458K +$95.1K +2,305 +25%
PCA
422
Prosperity Capital Advisors
Ohio
$455K +$3.92K +95 +0.8%
ONSWM
423
Old North State Wealth Management
North Carolina
$454K +$8.05K +195 +2%
AWA
424
Arkadios Wealth Advisors
Georgia
$454K -$94.9K -2,300 -17%
RFC
425
Regions Financial Corp
Alabama
$451K -$9.9K -240 -2%

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.