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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
CI Investments Inc
601
CI Investments Inc
Ontario, Canada
$117K +$6.56K +159 +6%
PA
602
Parallel Advisors
California
$115K +$9.49K +230 +9%
BTC
603
Bank & Trust Company
Illinois
$114K
AA
604
Ancora Advisors
Ohio
$111K +$6.19K +150 +6%
SAM
605
Smartleaf Asset Management
Massachusetts
$102K -$34.1K -826 -24%
FPB
606
First PREMIER Bank
South Dakota
$101K
EWA
607
EverSource Wealth Advisors
Alabama
$101K -$13.9K -338 -12%
CTC
608
Central Trust Company
Missouri
$99.3K
AAS
609
Ameritas Advisory Services
Nebraska
$95.9K +$98.3K +2,382 New
OC
610
Oakworth Capital
Alabama
$93.3K -$24.9K -603 -21%
CCA
611
Catalyst Capital Advisors
New York
$91.3K +$6.64K +161 +8%
SHIM
612
Stone House Investment Management
Pennsylvania
$88.2K +$908 +22 +1%
JWA
613
JFS Wealth Advisors
Pennsylvania
$84.3K +$330 +8 +0.4%
BTI
614
Blue Trust Inc
Georgia
$81K -$5.69K -138 -6%
HBW
615
Hazlett, Burt & Watson
West Virginia
$79K +$578 +14 +0.7%
LWCFA
616
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77.7K
QL
617
Quarry LP
New York
$75.2K +$77.1K +1,868 New
MCM
618
Manchester Capital Management
Vermont
$73.8K +$9.98K +242 +15%
SWP
619
Strategic Wealth Partners
Ohio
$72K +$73.8K +1,789 New
CH
620
Cromwell Holdings
Wyoming
$70.3K +$2.64K +64 +4%
IBOK
621
Independence Bank of Kentucky
Kentucky
$68.8K -$10.3K -250 -13%
Walleye Capital
622
Walleye Capital
New York
$68.6K +$60.9K +1,477 +648%
UB
623
UMB Bank
Missouri
$67K +$15.7K +381 +30%
AAG
624
Armstrong Advisory Group
Massachusetts
$65.6K +$248 +6 +0.4%
FFA
625
Frazier Financial Advisors
Ohio
$65.4K

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.