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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
AWM
701
Accredited Wealth Management
Kentucky
$13.6K +$83 +2 +0.6%
CT
702
Clearstead Trust
Maine
$13K +$2.27K +55 +20%
GK
703
Graney & King
New York
$13K
GWS
704
Greykasell Wealth Strategies
California
$13K
GKIM
705
GW&K Investment Management
Massachusetts
$13K +$206 +5 +2%
SA
706
SRH Advisors
Kansas
$12.4K
MCM
707
MV Capital Management
Maryland
$12K -$289 -7 -2%
PMIM
708
Prudent Man Investment Management
Colorado
$11.9K
RPA
709
Redwood Park Advisors
California
$11.8K +$124 +3 +1%
PWMG
710
Private Wealth Management Group
New Jersey
$11.7K
PGAM
711
Princeton Global Asset Management
New Jersey
$11.6K +$41 +1 +0.3%
TPWA
712
Twin Peaks Wealth Advisors
California
$11.5K +$10.9K +264 New
LWA
713
Lowe Wealth Advisors
Maryland
$11.5K
TIM
714
Tortoise Investment Management
New York
$11.1K +$1.77K +43 +19%
GWP
715
Gen-Wealth Partners
Michigan
$11K +$1.73K +42 +18%
PP
716
Pingora Partners
Wyoming
$10.9K
OPTFSNA
717
Old Point Trust & Financial Services N A
Virginia
$10.6K
NECFA
718
New England Capital Financial Advisors
Connecticut
$10.5K +$2.6K +63 +32%
RS
719
Rakuten Securities
Japan
$10.4K +$10.1K +244 +1,627%
BGAI
720
Bruce G. Allen Investments
Colorado
$10.4K -$83 -2 -0.8%
FFC
721
First Financial Corp
Indiana
$10K
CFD
722
Creative Financial Designs
Indiana
$9.98K
OP
723
ORG Partners
Indiana
$9.97K +$1.94K +47 +24%
GXJ
724
Global X Japan
Japan
$9.62K -$5.98K -145 -38%
1IA
725
1620 Investment Advisors
Massachusetts
$9.58K

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.