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American Electric Power

1,626 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, 501 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

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
1,626
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$536M
Puts
$151M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
351
J.W. Cole Advisors
Florida
$4.22M
AWM
352
Axxcess Wealth Management
California
$4.22M
HC
353
Hendley & Co
Ohio
$4.21M
CCT
354
Capital City Trust
Florida
$4.12M
CB
355
Community Bank
New York
$4.09M
MCB
356
Morton Community Bank
Illinois
$4.01M
AssetMark Inc
357
AssetMark Inc
California
$3.99M
AOWM
358
Alpha Omega Wealth Management
Virginia
$3.96M
MFIM
359
Mesirow Financial Investment Management
Illinois
$3.94M
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.91M
BC
361
Brookfield Corp
Ontario, Canada
$3.89M
CA
362
CoreCap Advisors
Michigan
$3.86M
CIA
363
Concurrent Investment Advisors
Florida
$3.83M
MSU
364
Mizuho Securities USA
New York
$3.83M
TE
365
Tema ETFs
New York
$3.83M
PGFC
366
Peapack-Gladstone Financial Corp
New Jersey
$3.8M
IAA
367
Independent Advisor Alliance
North Carolina
$3.77M
JWM
368
Jeppson Wealth Management
California
$3.76M
ACG
369
Allen Capital Group
Nebraska
$3.75M
NA
370
NewEdge Advisors
Louisiana
$3.71M
NSIM
371
North Star Investment Management
Illinois
$3.65M
AWA
372
Arkadios Wealth Advisors
Georgia
$3.61M
PA
373
Pinnacle Associates
New York
$3.6M
SWM
374
SpringVest Wealth Management
Texas
$3.58M
CSP
375
Cary Street Partners
Virginia
$3.56M