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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
UBS Group
26
UBS Group
Switzerland
$134M -$52.5M -1,271,837 -28%
UBS AM
27
UBS AM
Illinois
$132M +$25M +606,493 +23%
Ameriprise
28
Ameriprise
Minnesota
$124M -$725K -17,579 -0.6%
N
29
Nuveen
North Carolina
$122M -$4M -96,857 -3%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$97.2M +$10.7M +258,784 +12%
First Trust Advisors
31
First Trust Advisors
Illinois
$84.5M +$12.1M +292,276 +16%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$82.9M -$18.1M -439,052 -18%
Raymond James Financial
33
Raymond James Financial
Florida
$71.6M +$23.7M +574,396 +48%
Victory Capital Management
34
Victory Capital Management
Texas
$69.4M +$21.8M +528,390 +44%
Barclays
35
Barclays
United Kingdom
$67.8M +$23.6M +572,808 +52%
Deutsche Bank
36
Deutsche Bank
Germany
$67.7M +$4.8M +116,452 +7%
Wells Fargo
37
Wells Fargo
California
$67.2M +$24.1M +585,083 +54%
Swiss National Bank
38
Swiss National Bank
Switzerland
$66.8M +$4.77M +115,500 +7%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$66.2M +$14.7M +355,672 +28%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$62.5M -$2.49M -60,390 -4%
Marshall Wace
41
Marshall Wace
United Kingdom
$57.7M +$25.4M +616,511 +75%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$53.4M +$24.7M +598,732 +82%
UM
43
UniSuper Management
Australia
$52.7M +$9.7M +235,047 +22%
DPIM
44
Duff & Phelps Investment Management
Illinois
$52.5M +$6.85M +166,000 +15%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$51.8M -$532K -12,891 -1%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.2M -$418K -10,134 -0.8%
Verition Fund Management
47
Verition Fund Management
Connecticut
$48.5M +$46.6M +1,130,218 +1,512%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$48M +$207K +5,028 +0.4%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$43.9M +$3.98M +96,350 +10%
Aberdeen Group
50
Aberdeen Group
United Kingdom
$42.9M +$2.01M +48,788 +5%

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.