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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
HIW
776
Holos Integrated Wealth
Pennsylvania
$3.16K
AIC
777
Archer Investment Corporation
Indiana
$2.66K
RTL
778
Red Tortoise LLC
Georgia
$2.66K
CIAS
779
CBIZ Investment Advisory Services
Ohio
$2.62K +$2.68K +65 New
EPW
780
Evergreen Private Wealth
Colorado
$2.62K +$2.68K +65 New
NEWAS
781
N.E.W. Advisory Services
Wisconsin
$2.42K -$25K -606 -91%
RJA
782
Ross\Johnson & Associates
Minnesota
$2.42K
EP
783
Essential Partners
California
$2.38K +$2.43K +59 New
ATC
784
Adirondack Trust Company
New York
$2.21K
IWP
785
IAG Wealth Partners
Wisconsin
$2.13K
HWP
786
Highline Wealth Partners
California
$2.13K +$454 +11 +26%
BCMLT
787
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.01K
TIM
788
Thompson Investment Management
Wisconsin
$2.01K
GBT
789
Grove Bank & Trust
Florida
$1.85K +$1.9K +46 New
DF
790
Dunhill Financial
United Kingdom
$1.83K -$3.3K -80 -64%
AG
791
AmeriFlex Group
Nevada
$1.72K +$1.77K +43 New
HFS
792
Hughes Financial Services
Virginia
$1.69K +$1.07K +26 +200%
PMFA
793
Plante Moran Financial Advisors
Michigan
$1.69K -$6.6K -160 -79%
KG
794
Kilter Group
New York
$1.61K +$1.65K +40 New
FMP
795
Financial Management Professionals
Texas
$1.61K
DPW
796
DiNuzzo Private Wealth
Pennsylvania
$1.57K -$41 -1 -3%
RWM
797
Rialto Wealth Management
New York
$1.45K +$949 +23 +177%
PWA
798
Principia Wealth Advisory
Texas
$1.37K +$701 +17 +100%
MAS
799
MPWM Advisory Solutions
Georgia
$1.13K -$1.65K -40 -59%
APW
800
Aventura Private Wealth
Florida
$1.13K

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.