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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
CWP
801
Clark Wealth Partners
Illinois
$1.05K
BI
802
Binnacle Investments
Iowa
$1.05K +$1.07K +26 New
BHWM
803
Bay Harbor Wealth Management
Maryland
$1.05K +$743 +18 +225%
BGA
804
Battery Global Advisors
Massachusetts
$1.01K
WCM
805
WealthTrak Capital Management
Virginia
$1.01K
PCM
806
Penserra Capital Management
California
$1K -$972K -23,546 -100%
AWM
807
Activest Wealth Management
Florida
$886 +$41 +1 +5%
VWA
808
Valued Wealth Advisors
Utah
$846
CWP
809
Concord Wealth Partners
Virginia
$805
Kayne Anderson Rudnick Investment Management
810
Kayne Anderson Rudnick Investment Management
California
$725
AP
811
Aspect Partners
Virginia
$644
WWM
812
Wolff Wiese Magana
California
$604
BC
813
Bayforest Capital
United Kingdom
$604 +$619 +15 New
QWM
814
Quaker Wealth Management
New Jersey
$564 +$578 +14 New
PWM
815
Parkworth Wealth Management
California
$523 +$536 +13 New
TCM
816
Tradewinds Capital Management
Washington
$484
GIA
817
GHP Investment Advisors
Colorado
$376
SWA
818
SOA Wealth Advisors
New York
$362
YP
819
YANKCOM Partnership
South Dakota
$362
DWM
820
Dogwood Wealth Management
Kansas
$319 +$330 +8 New
MSFP
821
Mark Sheptoff Financial Planning
Connecticut
$303
ACA
822
American Capital Advisory
Idaho
$202 -$41 -1 -17%
NL
823
NVWM LLC
Pennsylvania
$201 +$206 +5 New
TFM
824
TFC Financial Management
Massachusetts
$162
SFA
825
Semmax Financial Advisors
North Carolina
$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.