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FirstEnergy

842 hedge funds and large institutions have $23.8B invested in FirstEnergy in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 341 increasing their positions, 236 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 74

44% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 236

18% more capital invested

Capital invested by funds: $20.1B → $23.8B (+$3.7B)

2% more funds holding

Funds holding: 825842 (+17)

1.99% more ownership

Funds ownership: 86.42%88.42% (+2%)

4% more call options, than puts

Call options by funds: $133M | Put options by funds: $128M

Holders
842
Holders Change
+17
Holders Change %
+2.06%
% of All Funds
11.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
109
Increased
341
Reduced
236
Closed
74
Calls
$133M
Puts
$128M
Net Calls
+$5.16M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
426
Chicago Partners Investment Group
Illinois
$460K +$1.58K +37 +0.4%
SAG
427
SageView Advisory Group
California
$459K -$10.3K -241 -2%
Kovitz Investment Group Partners
428
Kovitz Investment Group Partners
Illinois
$458K -$39.4K -923 -8%
WA
429
Waverly Advisors
Alabama
$457K +$14.3K +334 +3%
MSE
430
MUFG Securities EMEA
United Kingdom
$456K +$360K +8,436 +558%
TT
431
TI-Trust
Illinois
$452K
ST
432
Smithfield Trust
Pennsylvania
$450K
LI
433
LifeWealth Investments
Florida
$443K +$24.2K +566 +6%
MAM
434
Martingale Asset Management
Massachusetts
$440K +$410K +9,613 New
GT
435
Greenleaf Trust
Michigan
$439K -$18.7K -438 -4%
HNB
436
Huntington National Bank
Ohio
$437K -$4.7K -110 -1%
Baird Financial Group
437
Baird Financial Group
Wisconsin
$437K +$31.4K +736 +8%
LK
438
Lumbard & Kellner
New Hampshire
$435K
CWS
439
Confluence Wealth Services
Pennsylvania
$432K -$2.9K -68 -0.7%
JIC
440
Johnson Investment Counsel
Ohio
$430K -$18.1K -424 -4%
Aviva
441
Aviva
United Kingdom
$426K
TW
442
TritonPoint Wealth
Maryland
$426K +$3.5K +82 +0.9%
GWMR
443
GC Wealth Management RIA
Massachusetts
$423K +$394K +9,239 New
PFA
444
Presper Financial Architects
Ohio
$421K
Brown Advisory
445
Brown Advisory
Maryland
$421K +$21K +492 +6%
CW
446
Code Waechter
Florida
$417K +$153K +3,594 +69%
CIA
447
Concurrent Investment Advisors
Florida
$417K +$8.88K +208 +2%
GC
448
Grimes & Company
Massachusetts
$416K +$43 +1 +0%
NG
449
Norden Group
Utah
$414K -$102K -2,384 -21%
TI
450
Tidal Investments
Wisconsin
$414K -$2.52K -59 -0.6%