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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$376M -$16.5M -158,290 -4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$350M +$15.1M +144,713 +4%
Charles Schwab
28
Charles Schwab
California
$349M +$3.5M +33,670 +1%
Raymond James Financial
29
Raymond James Financial
Florida
$340M -$5.49M -52,761 -2%
Lazard Asset Management
30
Lazard Asset Management
New York
$334M -$338M -3,251,799 -50%
JP Morgan Chase
31
JP Morgan Chase
New York
$281M +$9.88M +94,979 +4%
Mitsubishi UFJ Trust & Banking
32
Mitsubishi UFJ Trust & Banking
Japan
$277M +$11.4M +109,581 +4%
UBS AM
33
UBS AM
Illinois
$275M +$253M +2,432,690 +1,114%
Victory Capital Management
34
Victory Capital Management
Texas
$271M +$171M +1,647,242 +170%
ZP
35
Zimmer Partners
New York
$265M -$72.4M -696,068 -21%
UBS Group
36
UBS Group
Switzerland
$251M -$116M -1,114,195 -32%
Citigroup
37
Citigroup
New York
$216M +$125M +1,198,826 +136%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$208M -$38.5M -370,400 -16%
Macquarie Group
39
Macquarie Group
Australia
$207M -$12.5M -119,803 -6%
First Trust Advisors
40
First Trust Advisors
Illinois
$204M -$7.21M -69,326 -3%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$201M -$9.11M -87,586 -4%
HighTower Advisors
42
HighTower Advisors
Illinois
$198M +$359K +3,453 +0.2%
National Pension Service
43
National Pension Service
South Korea
$197M +$36.6M +352,198 +23%
Marshall Wace
44
Marshall Wace
United Kingdom
$196M -$25M -240,547 -11%
Bessemer Group
45
Bessemer Group
New Jersey
$183M -$172K -1,657 -0.1%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$174M +$1.5M +14,440 +0.9%
Swiss National Bank
47
Swiss National Bank
Switzerland
$168M +$11.9M +114,500 +8%
Citadel Advisors
48
Citadel Advisors
Florida
$164M -$209M -2,004,377 -56%
Deutsche Bank
49
Deutsche Bank
Germany
$158M +$45M +432,061 +40%
Capital Research Global Investors
50
Capital Research Global Investors
California
$152M +$1.09M +10,435 +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.