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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
IB
451
Intrust Bank
Kansas
$405K +$102K +2,385 +37%
BCG
452
Breakwater Capital Group
New Jersey
$402K +$11.2K +262 +3%
NP
453
NorthRock Partners
Minnesota
$400K +$108K +2,538 +41%
ONSWM
454
Old North State Wealth Management
North Carolina
$397K -$111K -2,602 -23%
DB
455
Danske Bank
Denmark
$392K +$38.4K +900 +12%
PPC
456
Park Place Capital
Alabama
$389K +$48.5K +1,135 +15%
ECM
457
Everence Capital Management
Indiana
$387K
BFC
458
Bedel Financial Consulting
Indiana
$385K +$342 +8 +0.1%
CFB
459
Cullen/Frost Bankers
Texas
$383K -$141K -3,314 -28%
William Blair & Company
460
William Blair & Company
Illinois
$377K -$20.3K -476 -5%
MCM
461
MAI Capital Management
Ohio
$367K -$3.07K -72 -0.9%
GRP
462
Global Retirement Partners
California
$366K +$18.5K +434 +6%
QCG
463
Quadrant Capital Group
Ohio
$365K +$14.1K +330 +4%
BP
464
Broadleaf Partners
Ohio
$364K +$12.8K +300 +4%
LP
465
LMR Partners
United Kingdom
$364K +$119K +2,796 +54%
SIA
466
SkyView Investment Advisors
New Jersey
$362K +$41.6K +974 +14%
FGA
467
Fortis Group Advisors
New Jersey
$358K -$94.1K -2,204 -22%
WPC
468
Wedmont Private Capital
Pennsylvania
$358K +$17.7K +414 +6%
LFA
469
Legacy Financial Advisors
Kentucky
$355K -$230K -5,379 -41%
OWA
470
One Wealth Advisors
California
$354K +$69.9K +1,638 +27%
MAS
471
Meeder Advisory Services
Ohio
$353K -$11.6K -272 -3%
CIA
472
Capital Investment Advisors
Georgia
$350K -$46.5K -1,089 -12%
WB
473
WesBanco Bank
West Virginia
$342K +$42.7K +1,000 +15%
TSS
474
Two Sigma Securities
New York
$341K -$213K -4,994 -40%
WP
475
Waycross Partners
Kentucky
$341K

FE Hedge Fund Activity: Q3 2025 in Review

842 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q3 2025, worth a combined $23.8B — up 18% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FE positions and 74 closed out — a net gain of 35 holders — while 341 added to existing stakes and 236 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $154M. The largest seller was Ameriprise, cutting an estimated $77.4M.

  • 842 institutional investors held FirstEnergy (FE) as of Q3 2025, up from 825 in Q2 2025.
  • Funds reported $23.8B of FirstEnergy stock for Q3 2025, up 18% quarter-over-quarter.
  • 109 funds opened new FirstEnergy positions in Q3 2025 and 74 closed out, a net change of +35 holders.
  • The largest FirstEnergy buyer in Q3 2025 was Citadel Advisors, an estimated $154M added.
  • The largest FirstEnergy seller in Q3 2025 was Ameriprise, an estimated $77.4M sold.

Based on aggregated 13F filings for Q3 2025.