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American Electric Power

1,635 hedge funds and large institutions have $45.1B invested in American Electric Power in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 698 increasing their positions, 505 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $536M | Put options by funds: $151M

38% more repeat investments, than reductions

Existing positions increased: 698 | Existing positions reduced: 505

1.83% more ownership

Funds ownership: 79.57%81.4% (+1.8%)

2% less funds holding

Funds holding: 1,6681,635 (-33)

6% less capital invested

Capital invested by funds: $48.1B → $45.1B (-$3.02B)

11% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 143

44% less funds holding in top 10

Funds holding in top 10: 2715 (-12)

Holders
1,635
Holders Change
-33
Holders Change %
-1.98%
% of All Funds
21.53%
Holding in Top 10
15
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-44.44%
% of All Funds
0.2%
New
127
Increased
698
Reduced
505
Closed
143
Calls
$536M
Puts
$151M
Net Calls
+$384M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
351
Hendley & Co
Ohio
$4.21M +$6.24K +60 +0.1%
CCT
352
Capital City Trust
Florida
$4.12M +$57.4K +552 +1%
CB
353
Community Bank
New York
$4.09M +$69.7K +670 +2%
MCB
354
Morton Community Bank
Illinois
$4.01M +$134K +1,285 +3%
AssetMark Inc
355
AssetMark Inc
California
$3.99M +$282K +2,706 +8%
AOWM
356
Alpha Omega Wealth Management
Virginia
$3.96M -$67.8K -652 -2%
MFIM
357
Mesirow Financial Investment Management
Illinois
$3.94M -$4.47K -43 -0.1%
FDCDDQ
358
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.91M -$1.35K -13 -0%
BC
359
Brookfield Corp
Ontario, Canada
$3.89M
CA
360
CoreCap Advisors
Michigan
$3.86M +$190K +1,823 +5%
CIA
361
Concurrent Investment Advisors
Florida
$3.83M +$249K +2,396 +7%
MSU
362
Mizuho Securities USA
New York
$3.83M -$600K -5,768 -14%
TE
363
Tema ETFs
New York
$3.83M +$992K +9,534 +35%
PGFC
364
Peapack-Gladstone Financial Corp
New Jersey
$3.8M -$1.08M -10,407 -22%
IAA
365
Independent Advisor Alliance
North Carolina
$3.77M -$212K -2,033 -5%
JWM
366
Jeppson Wealth Management
California
$3.76M -$17.1K -164 -0.5%
ACG
367
Allen Capital Group
Nebraska
$3.75M +$227K +2,180 +6%
NA
368
NewEdge Advisors
Louisiana
$3.71M -$593K -5,703 -14%
NSIM
369
North Star Investment Management
Illinois
$3.65M -$41K -394 -1%
AWA
370
Arkadios Wealth Advisors
Georgia
$3.61M +$57.3K +551 +2%
PA
371
Pinnacle Associates
New York
$3.6M -$333K -3,199 -8%
SWM
372
SpringVest Wealth Management
Texas
$3.58M +$416 +4 +0%
CSP
373
Cary Street Partners
Virginia
$3.56M -$165K -1,582 -4%
KRS
374
Kentucky Retirement Systems
Kentucky
$3.54M -$233K -2,238 -6%
NEAM
375
New England Asset Management
Connecticut
$3.53M +$25K +240 +0.7%

AEP Hedge Fund Activity: Q2 2025 in Review

1,635 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2025, worth a combined $45.1B — down 6.3% from $48.1B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of AEP and 127 opened new positions — a net loss of 16 holders — while 505 trimmed existing stakes and 698 added.

The largest buyer was Barclays, adding an estimated $386M. The largest seller was Wellington Management Group, cutting an estimated $461M.

  • 1,635 institutional investors held American Electric Power (AEP) as of Q2 2025, down from 1,668 in Q1 2025.
  • Funds reported $45.1B of American Electric Power stock for Q2 2025, down 6.3% quarter-over-quarter.
  • 127 funds opened new American Electric Power positions in Q2 2025 and 143 closed out, a net change of -16 holders.
  • The largest American Electric Power buyer in Q2 2025 was Barclays, an estimated $386M added.
  • The largest American Electric Power seller in Q2 2025 was Wellington Management Group, an estimated $461M sold.

Based on aggregated 13F filings for Q2 2025.