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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
RS
426
R Squared
Hong Kong
$448K -$244K -5,923 -35%
Kovitz Investment Group Partners
427
Kovitz Investment Group Partners
Illinois
$440K +$4.83K +117 +1%
DS
428
DRW Securities
Illinois
$439K +$237K +5,732 +110%
CIM
429
Contravisory Investment Management
Massachusetts
$437K +$448K +10,860 New
BCV
430
Banque Cantonale Vaudoise
Switzerland
$437K +$448K +10,854 New
BFIM
431
Beese Fulmer Investment Management
Ohio
$435K +$47.2K +1,145 +12%
HSA
432
HBK Sorce Advisory
Pennsylvania
$435K +$45.9K +1,113 +11%
HWM
433
HB Wealth Management
Georgia
$433K +$15.1K +366 +4%
WIA
434
World Investment Advisors
California
$429K +$28.6K +692 +7%
MC
435
Moors & Cabot
Massachusetts
$428K +$27.1K +656 +7%
FGA
436
Fortis Group Advisors
New Jersey
$428K +$413K +10,019 New
SAG
437
SageView Advisory Group
California
$425K +$9.61K +233 +2%
EH
438
Equitable Holdings
New York
$424K -$28.6K -692 -6%
FDCDDQ
439
Federation des caisses Desjardins du Quebec
Quebec, Canada
$421K +$16.7K +404 +4%
SI
440
Stephens Inc
Arkansas
$420K +$124K +3,017 +41%
HI
441
Harbour Investments
Wisconsin
$413K -$11.1K -268 -3%
CPIA
442
Cornell Pochily Investment Advisors
New York
$411K -$67.7K -1,640 -14%
PA
443
Prossimo Advisors
California
$411K -$15K -364 -3%
CPIG
444
Chicago Partners Investment Group
Illinois
$409K +$31.4K +760 +8%
WG
445
Welch Group
Alabama
$405K +$2.48K +60 +0.6%
GT
446
Greenleaf Trust
Michigan
$404K +$7.01K +170 +2%
FFA
447
Farther Finance Advisors
California
$402K +$22.9K +556 +6%
TT
448
TI-Trust
Illinois
$397K
CWM
449
Congress Wealth Management
Massachusetts
$397K +$407K +9,855 New
EFG
450
Everhart Financial Group
Ohio
$397K +$29.6K +717 +8%

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.