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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
ST
451
Smithfield Trust
Pennsylvania
$396K
JIC
452
Johnson Investment Counsel
Ohio
$395K -$7.05K -171 -2%
ALAM
453
Asahi Life Asset Management
Japan
$395K +$67.3K +1,630 +20%
ACM
454
Aster Capital Management
United Arab Emirates
$394K -$908K -21,995 -69%
BBVA
455
Banco Bilbao Vizcaya Argentaria
Spain
$392K -$53.1K -1,286 -12%
IC
456
IEQ Capital
California
$392K +$401K +9,725 New
AIM
457
Aigen Investment Management
New York
$389K -$435K -10,548 -52%
HNB
458
Huntington National Bank
Ohio
$389K +$24.6K +596 +7%
WA
459
Waverly Advisors
Alabama
$388K +$4.75K +115 +1%
CWS
460
Confluence Wealth Services
Pennsylvania
$382K +$949 +23 +0.2%
LK
461
Lumbard & Kellner
New Hampshire
$382K -$2.31M -55,954 -86%
Lazard Asset Management
462
Lazard Asset Management
New York
$380K
Aviva
463
Aviva
United Kingdom
$374K
TW
464
TritonPoint Wealth
Maryland
$371K +$825 +20 +0.2%
TWPM
465
Total Wealth Planning & Management
Florida
$370K +$12.4K +300 +3%
PFA
466
Presper Financial Architects
Ohio
$370K +$379K +9,193 New
SMF
467
Scott Marsh Financial
Utah
$368K +$378K +9,152 New
Lido Advisors
468
Lido Advisors
California
$367K +$19.7K +478 +6%
LI
469
LifeWealth Investments
Florida
$366K +$39.3K +953 +12%
TI
470
Tidal Investments
Wisconsin
$366K +$5.78K +140 +2%
GC
471
Grimes & Company
Massachusetts
$365K +$1.28K +31 +0.3%
CIA
472
Concurrent Investment Advisors
Florida
$358K +$31.4K +761 +9%
CFO
473
Callan Family Office
Pennsylvania
$357K +$366K +8,860 New
Baird Financial Group
474
Baird Financial Group
Wisconsin
$354K -$81.1K -1,966 -18%
CIA
475
Capital Investment Advisors
Georgia
$352K +$2.52K +61 +0.7%

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.