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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
VFA
501
Valeo Financial Advisors
Indiana
$299K +$3.16K +74 +1%
GM
502
GeoWealth Management
Illinois
$298K +$7.64K +179 +3%
HCA
503
Harbour Capital Advisors
Virginia
$296K -$22.8K -535 -8%
KPWS
504
Kestra Private Wealth Services
Texas
$293K -$620K -14,529 -69%
CCM
505
Coldstream Capital Management
Washington
$291K +$14.6K +343 +6%
1WM
506
1858 Wealth Management
Ohio
$291K
SWP
507
Sagespring Wealth Partners
Tennessee
$285K +$266K +6,230 New
CI
508
CX Institutional
Indiana
$283K +$67.2K +1,574 +34%
WS
509
Wedbush Securities
California
$282K +$9.26K +217 +4%
PA
510
Procyon Advisors
Connecticut
$280K +$261K +6,114 New
FTC
511
Farmers Trust Company
Ohio
$280K -$4.18K -98 -2%
FPAS
512
Focus Partners Advisor Solutions
Missouri
$277K -$52.6K -1,232 -17%
CSIC
513
Clifford Swan Investment Counsel
California
$277K -$256 -6 -0.1%
GWM
514
Gibbs Wealth Management
Georgia
$274K -$59K -1,383 -19%
IF
515
Intrua Financial
Texas
$274K -$1.07K -25 -0.4%
AFG
516
Allegheny Financial Group
Pennsylvania
$273K +$2.77K +65 +1%
LFAS
517
Level Four Advisory Services
Texas
$273K +$6.4K +150 +3%
GIM
518
Glenmede Investment Management
Pennsylvania
$273K +$13.1K +306 +5%
BPA
519
Beacon Pointe Advisors
California
$269K -$1.09M -25,592 -81%
AWM
520
Axxcess Wealth Management
California
$268K -$18K -421 -7%
AWM
521
Apollon Wealth Management
South Carolina
$268K +$25.1K +588 +11%
SC
522
Searle & Co
Connecticut
$267K +$9.22K +216 +4%
SW
523
Simplicity Wealth
New Jersey
$261K +$243K +5,703 New
MRI
524
Mad River Investors
Massachusetts
$261K +$243K +5,700 New
CCA
525
Checchi Capital Advisers
California
$260K +$15.3K +359 +7%