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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
VCM
651
Versant Capital Management
Arizona
$39.9K -$8.25K -200 -17%
NWM
652
Nova Wealth Management
Florida
$39.7K +$3.01K +73 +8%
S
653
Sachetta
Massachusetts
$38.3K +$83 +2 +0.2%
CPG
654
Cornerstone Planning Group
New Jersey
$37.8K +$619 +15 +2%
RI
655
Ridgewood Investments
New Jersey
$36.9K
PB
656
Pinnacle Bancorp
Nebraska
$35.4K
CMA
657
Cedar Mountain Advisors
Oregon
$34.8K +$371 +9 +1%
CT
658
Caldwell Trust
Florida
$34.7K
CHC
659
City Holding Co
West Virginia
$34.7K
CSB
660
City State Bank
Iowa
$34.6K
BWM
661
Bernard Wealth Management
Michigan
$33.3K
GEA
662
Glen Eagle Advisors
New Jersey
$32.5K -$20.6K -500 -38%
SS
663
SBI Securities
Japan
$32K -$165 -4 -0.5%
BNP Paribas Asset Management
664
BNP Paribas Asset Management
France
$32K +$33.2K +805 New
SL
665
Salomon & Ludwin
Virginia
$31K
C
666
Covestor
United Kingdom
$29K +$990 +24 +3%
SIC
667
SJS Investment Consulting
Ohio
$28.6K -$8.46K -205 -22%
NC
668
NewSquare Capital
Pennsylvania
$28.4K -$413 -10 -1%
RIL
669
Rothschild Investment LLC
Illinois
$27.3K -$454 -11 -2%
CAL
670
Capital Advisors Ltd
Ohio
$27K +$18.2K +440 +186%
AGWCA
671
Annis Gardner Whiting Capital Advisors
Florida
$26.7K +$24.3K +590 +797%
OLVIG
672
Oliver Lagore Vanvalin Investment Group
Michigan
$26.3K +$26.8K +650 New
IRAG
673
Investment Research & Advisory Group
Georgia
$25.8K +$26.4K +640 New
SOW
674
State of Wyoming
Wyoming
$25.4K +$26K +630 New
CWM
675
Cranbrook Wealth Management
Michigan
$25K +$6.44K +156 +33%

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.