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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
WAS
726
Winch Advisory Services
Wisconsin
$8.82K
TCM
727
TruNorth Capital Management
Michigan
$8.7K -$20.2K -490 -69%
TF
728
Tompkins Financial
New York
$8.66K
MHR
729
Matthew Hamilton Rosenberg
$8.62K
MSG
730
Main Street Group
Virginia
$8.37K
KFI
731
Key Financial Inc
Pennsylvania
$8.33K
EB
732
Eastern Bank
Massachusetts
$8.21K
WA
733
WPG Advisers
Maryland
$8.13K +$330 +8 +4%
MWA
734
Medallion Wealth Advisors
Connecticut
$8.08K
CAM
735
Costello Asset Management
Pennsylvania
$8.05K +$8.25K +200 New
FDW
736
Fourth Dimension Wealth
Ohio
$7.85K -$4.13K -100 -34%
TSMHT
737
Thurston Springer Miller Herd & Titak
Indiana
$7.85K
PSFG
738
Park Square Financial Group
Georgia
$7.65K
CWM
739
Centricity Wealth Management
Ohio
$7.37K
SRCM
740
Signature Resources Capital Management
California
$7.05K +$7.22K +175 New
PCA
741
PMV Capital Advisers
Texas
$6.84K +$7.01K +170 New
WT
742
Whittier Trust
California
$6.52K -$10.6K -258 -61%
HIA
743
HFM Investment Advisors
New Jersey
$6.4K +$454 +11 +7%
MSWA
744
Marshall & Sterling Wealth Advisors
New York
$6.32K +$6.48K +157 New
WIM
745
Westside Investment Management
California
$6.18K +$6.31K +153 New
AT
746
Arlington Trust
Alabama
$6.04K
GPI
747
General Partner Inc
Pennsylvania
$6.04K
AA
748
Addison Advisors
Vermont
$5.84K
TWD
749
True Wealth Design
Ohio
$5.84K +$1.65K +40 +38%
CIAM
750
Caitong International Asset Management
Hong Kong
$5.8K +$5.12K +124 +620%

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.