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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
CFS
576
Commonwealth Financial Services
West Virginia
$208K -$28.6K -693 -12%
NGA
577
Naples Global Advisors
Florida
$208K +$213K +5,170 New
LP
578
LMR Partners
United Kingdom
$208K +$171K +4,155 +416%
SF
579
Synovus Financial
Georgia
$204K +$209K +5,069 New
S
580
SignatureFD
Georgia
$202K +$50K +1,211 +32%
GPW
581
Genesis Private Wealth
Virginia
$202K +$207K +5,011 New
DE
582
Diversified Enterprises
Delaware
$201K +$289 +7 +0.1%
LAM
583
Longboard Asset Management
Arizona
$200K
AIP
584
Ameritas Investment Partners
Nebraska
$197K
CI
585
CX Institutional
Indiana
$186K +$12.7K +309 +7%
PTC
586
Private Trust Company
Ohio
$186K +$76.7K +1,859 +67%
CA
587
CoreCap Advisors
Michigan
$182K +$115K +2,789 +160%
STB
588
S&T Bank
Pennsylvania
$181K +$1.07K +26 +0.6%
RFS
589
Richardson Financial Services
Massachusetts
$169K -$1.94K -47 -1%
CA
590
Clearstead Advisors
Ohio
$161K +$47.2K +1,143 +40%
AIM
591
Anchor Investment Management
South Carolina
$161K
NS
592
NBC Securities
Alabama
$155K +$36.6K +887 +30%
HPC
593
HM Payson & Co
Maine
$154K +$57.4K +1,390 +57%
PS
594
Principal Securities
Iowa
$146K +$30.7K +744 +26%
YDMI
595
Y.D. More Investments
Israel
$144K +$29.9K +724 +25%
MTC
596
Matrix Trust Company
Colorado
$144K +$5.36K +130 +4%
SFI
597
Siemens Fonds Invest
Germany
$135K +$2.35K +57 +2%
HFS
598
Hantz Financial Services
Michigan
$130K +$1.44K +35 +1%
RF
599
Roxbury Financial
New Jersey
$129K -$2.97K -72 -2%
CG
600
Curat Global
New Hampshire
$120K +$4.04K +98 +3%

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.