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FirstEnergy

922 hedge funds and large institutions have $24.5B invested in FirstEnergy in 2026 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 411 increasing their positions, 248 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $181M | Put options by funds: $106M

66% more repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 248

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 94

1% less funds holding

Funds holding: 927922 (-5)

1.05% less ownership

Funds ownership: 90.27%89.22% (-1%)

7% less capital invested

Capital invested by funds: $26.4B → $24.5B (-$1.89B)

Holders
922
Holders Change
-5
Holders Change %
-0.54%
% of All Funds
11.14%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
107
Increased
411
Reduced
248
Closed
94
Calls
$181M
Puts
$106M
Net Calls
+$75.1M
Net Calls Change
+$4.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
901
Breakwater Investment Management
Washington
$619 +$617 +13 New
TCM
902
Tradewinds Capital Management
Washington
$577
TCA
903
Trifecta Capital Advisors
Illinois
$571 +$570 +12 New
M
904
MOTCO
Texas
$570 +$570 +12 New
AWM
905
Abound Wealth Management
Tennessee
$523 -$6.17K -130 -92%
KPP
906
Kings Path Partners
Texas
$523 +$522 +11 New
VNA
907
Valley National Advisers
Pennsylvania
$476 -$1.43K -30 -75%
GIA
908
GHP Investment Advisors
Colorado
$381
TFM
909
TFC Financial Management
Massachusetts
$381 +$190 +4 +100%
DWM
910
Dogwood Wealth Management
Kansas
$380
T
911
Tidemark
California
$380
MSFP
912
Mark Sheptoff Financial Planning
Connecticut
$358
DF
913
DecisionPoint Financial
Arizona
$283 +$285 +6 New
BCV
914
Banque Cantonale Vaudoise
Switzerland
$276 -$143K -3,020 -34%
SWAG
915
Spectrum Wealth Advisory Group
California
$240 +$237 +5 New
NL
916
NVWM LLC
Pennsylvania
$238
GFA
917
Godfrey Financial Associates
New York
$190
HHGA
918
Halbert Hargrove Global Advisors
California
$145 +$142 +3 New
MCA
919
Maryland Capital Advisors
Maryland
$96 +$95 +2 New
RS
920
Rakuten Securities
Japan
$95 -$712 -15 -88%
Parallax Volatility Advisers
921
Parallax Volatility Advisers
California
$48 +$47 +1 New
Adage Capital Partners
922
Adage Capital Partners
Massachusetts
-$44.9M -886,700 Closed
1832 Asset Management
923
1832 Asset Management
Ontario, Canada
-$28.5M -562,599 Closed
Verition Fund Management
924
Verition Fund Management
Connecticut
-$25.7M -541,922 Closed
HHAM
925
HITE Hedge Asset Management
Massachusetts
-$19.5M -384,504 Closed

FE Hedge Fund Activity: Q2 2026 in Review

922 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q2 2026, worth a combined $24.5B — down 7.1% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new FE positions and 94 closed out — a net gain of 13 holders — while 411 added to existing stakes and 248 trimmed.

The largest buyer was Marshall Wace, adding an estimated $80M. The largest seller was Millennium Management, cutting an estimated $336M.

  • 922 institutional investors held FirstEnergy (FE) as of Q2 2026, down from 927 in Q1 2026.
  • Funds reported $24.5B of FirstEnergy stock for Q2 2026, down 7.1% quarter-over-quarter.
  • 107 funds opened new FirstEnergy positions in Q2 2026 and 94 closed out, a net change of +13 holders.
  • The largest FirstEnergy buyer in Q2 2026 was Marshall Wace, an estimated $80M added.
  • The largest FirstEnergy seller in Q2 2026 was Millennium Management, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2026.