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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
IWC
476
Integrated Wealth Concepts
Massachusetts
$350K +$63.7K +1,544 +22%
William Blair & Company
477
William Blair & Company
Illinois
$350K -$80.5K -1,951 -18%
Brown Advisory
478
Brown Advisory
Maryland
$350K +$17.9K +435 +5%
GWM
479
Geneos Wealth Management
Colorado
$349K -$101K -2,437 -22%
BCG
480
Breakwater Capital Group
New Jersey
$343K
HI
481
Horizon Investments
North Carolina
$341K +$37.3K +905 +12%
ECM
482
Everence Capital Management
Indiana
$340K -$244K -5,920 -41%
BFC
483
Bedel Financial Consulting
Indiana
$338K +$371 +9 +0.1%
Allianz Asset Management
484
Allianz Asset Management
Germany
$336K -$147K -3,565 -30%
DWM
485
Diversify Wealth Management
Utah
$334K -$19.1K -464 -6%
VSQM
486
V-Square Quantitative Management
Illinois
$329K -$50.5K -1,223 -13%
FRA
487
Frank Rimerman Advisors
California
$327K +$336K +8,132 New
MCM
488
MAI Capital Management
Ohio
$326K -$20.1K -486 -6%
SGAM
489
Smith Group Asset Management
Texas
$322K
MAS
490
Meeder Advisory Services
Ohio
$321K +$22.4K +544 +7%
Wellington Management Group
491
Wellington Management Group
Massachusetts
$319K +$327K +7,924 New
AC
492
AXQ Capital
New Jersey
$314K -$174K -4,210 -35%
DWM
493
Dakota Wealth Management
Florida
$313K +$6.31K +153 +2%
Vontobel Holding
494
Vontobel Holding
Switzerland
$309K
DB
495
Danske Bank
Denmark
$308K +$61.9K +1,500 +24%
BP
496
Broadleaf Partners
Ohio
$308K -$206K -5,000 -40%
QCG
497
Quadrant Capital Group
Ohio
$307K -$39.2K -950 -11%
GRP
498
Global Retirement Partners
California
$305K +$312K +7,564 New
IA
499
IFP Advisors
Florida
$304K +$12.5K +304 +4%
RWM
500
RKL Wealth Management
Pennsylvania
$303K +$248 +6 +0.1%

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.