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FirstEnergy

842 hedge funds and large institutions have $23.8B invested in FirstEnergy in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 341 increasing their positions, 236 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 74

44% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 236

18% more capital invested

Capital invested by funds: $20.1B → $23.8B (+$3.7B)

2% more funds holding

Funds holding: 825842 (+17)

1.99% more ownership

Funds ownership: 86.42%88.42% (+2%)

4% more call options, than puts

Call options by funds: $133M | Put options by funds: $128M

Holders
842
Holders Change
+17
Holders Change %
+2.06%
% of All Funds
11.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
109
Increased
341
Reduced
236
Closed
74
Calls
$133M
Puts
$128M
Net Calls
+$5.16M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
826
Concord Wealth Partners
Virginia
$916
Kayne Anderson Rudnick Investment Management
827
Kayne Anderson Rudnick Investment Management
California
$825
WW
828
Winnow Wealth
Texas
$782 +$726 +17 New
BHWM
829
Beaird Harris Wealth Management
Texas
$734 +$683 +16 New
AP
830
Aspect Partners
Virginia
$733
WWM
831
Wolff Wiese Magana
California
$688
QWM
832
Quaker Wealth Management
New Jersey
$642
TCM
833
Tradewinds Capital Management
Washington
$550
TPBG
834
Turning Point Benefit Group
Maryland
$459 +$427 +10 New
SWA
835
SOA Wealth Advisors
New York
$412
DWM
836
Dogwood Wealth Management
Kansas
$367
DCM
837
Davis Capital Management
Florida
$367 +$342 +8 New
MSFP
838
Mark Sheptoff Financial Planning
Connecticut
$345
ACA
839
American Capital Advisory
Idaho
$321 +$85 +2 +40%
NL
840
NVWM LLC
Pennsylvania
$229
TFM
841
TFC Financial Management
Massachusetts
$184
NC
842
North Capital
Utah
$46 +$43 +1 New
WWA
843
Wealth Watch Advisors
Colorado
$46 +$43 +1 New
Voloridge Investment Management
844
Voloridge Investment Management
Florida
-$30.5M -757,282 Closed
JFG
845
Jefferies Financial Group
New York
-$11.6M -288,492 Closed
YIH
846
Y-Intercept (HK)
Hong Kong
-$8.54M -212,211 Closed
MF
847
Magnetar Financial
Illinois
-$6.91M -173,720 Closed
HF
848
HRT Financial
New York
-$5.57M -138,358 Closed
Two Sigma Advisers
849
Two Sigma Advisers
New York
-$5.5M -136,700 Closed
EP
850
Edgestream Partners
New Jersey
-$4.63M -114,945 Closed