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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
FFA
526
First Foundation Advisors
California
$265K +$27.5K +667 +11%
IB
527
Intrust Bank
Kansas
$260K +$267K +6,461 New
WB
528
WesBanco Bank
West Virginia
$260K +$49.1K +1,190 +23%
VFA
529
Valeo Financial Advisors
Indiana
$259K +$11.4K +277 +4%
IFU
530
iSAM Funds (UK)
United Kingdom
$257K +$263K +6,384 New
BJL
531
Brighton Jones LLC
Washington
$257K +$2.52K +61 +1%
1WM
532
1858 Wealth Management
Ohio
$256K +$39.9K +966 +18%
GM
533
GeoWealth Management
Illinois
$254K +$65.3K +1,583 +33%
AWM
534
Axxcess Wealth Management
California
$252K -$3.14K -76 -1%
BCM
535
Brookstone Capital Management
Illinois
$252K -$44.3K -1,074 -15%
GLA
536
Good Life Advisors
Pennsylvania
$251K +$17.7K +429 +7%
WTFG
537
Wells Trecaso Financial Group
Ohio
$250K -$223K -5,396 -47%
FTC
538
Farmers Trust Company
Ohio
$250K +$41 +1 +0%
NP
539
NorthRock Partners
Minnesota
$249K -$25.5K -618 -9%
MPM
540
MBB Public Markets
Illinois
$248K -$57.5K -1,393 -18%
OWA
541
One Wealth Advisors
California
$245K
FWP
542
Firethorn Wealth Partners
Georgia
$244K +$23.6K +573 +10%
CSIC
543
Clifford Swan Investment Counsel
California
$243K +$248 +6 +0.1%
AAP
544
Arax Advisory Partners
Colorado
$243K +$52.9K +1,283 +44%
CCM
545
Coldstream Capital Management
Washington
$242K +$19.5K +473 +9%
IF
546
Intrua Financial
Texas
$242K +$28.9K +701 +13%
FAN
547
Financial Advisors Network
California
$241K +$247K +5,997 New
WS
548
Wedbush Securities
California
$239K -$1.36K -33 -0.6%
TC
549
TownSquare Capital
Utah
$238K -$2.76M -66,797 -92%
LF
550
Lantz Financial
Illinois
$238K +$244K +5,905 New

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.