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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
CFFP
626
Center for Financial Planning
Michigan
$62.8K
BCWM
627
Bartlett & Co Wealth Management
Ohio
$62.4K +$2.15K +52 +3%
MSE
628
MUFG Securities EMEA
United Kingdom
$60.8K +$62.3K +1,511 New
RF
629
Rossby Financial
Florida
$59.4K -$22.5K -545 -27%
HT
630
Headlands Technologies
Illinois
$55K +$56.3K +1,365 New
OL
631
OneFund LLC
Florida
$54K +$55.6K +1,348 New
CBT
632
Crews Bank & Trust
Florida
$53.7K
RA
633
Rise Advisors
New York
$53.6K +$578 +14 +1%
SC
634
Stephens Consulting
Michigan
$50.8K +$660 +16 +1%
CFO
635
CVA Family Office
Colorado
$47K +$4.66K +113 +11%
FUBT
636
First United Bank & Trust
Maryland
$46.8K
WOSD
637
WFA of San Diego
California
$46.3K +$47.4K +1,150 New
OW
638
Olistico Wealth
Oklahoma
$44.3K +$24.8K +600 +120%
TC
639
Truvestments Capital
Florida
$43.3K +$24.9K +604 +128%
PFBT
640
Parkside Financial Bank & Trust
Missouri
$43.1K +$1.9K +46 +4%
TFGT
641
TS Financial Group (TSFG)
Illinois
$43K
BBHC
642
Brown Brothers Harriman & Co
New York
$42.9K +$36K +873 +455%
CT
643
Colonial Trust
South Carolina
$42.7K +$866 +21 +2%
DMBA
644
Deseret Mutual Benefit Administrators
Utah
$41.1K
CB
645
CNB Bank
Pennsylvania
$40.3K -$6.19K -150 -13%
HSA
646
Hussman Strategic Advisors
Maryland
$40.3K
MAFA
647
MJT & Associates Financial Advisory
Minnesota
$40.3K
NSIM
648
North Star Investment Management
Illinois
$40.3K
DAM
649
Delta Asset Management
Tennessee
$40.2K
MPWT
650
MassMutual Private Wealth & Trust
Connecticut
$40.2K -$3.88K -94 -9%

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.