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American Electric Power
AEP

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: 1,668 → 1,635 (-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: 27 → 15 (-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

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$386M
2
SCP
Soroban Capital Partners
New York
+$266M
3
UBS AM
UBS AM
Illinois
+$253M
4
Victory Capital Management
Victory Capital Management
Texas
+$171M
5
Citigroup
Citigroup
New York
+$125M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$461M
2
Lazard Asset Management
Lazard Asset Management
New York
-$338M
3
Citadel Advisors
Citadel Advisors
Florida
-$209M
4
Dodge & Cox
Dodge & Cox
California
-$129M
5
GCM
Ghisallo Capital Management
Massachusetts
-$120M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
501
Altus Wealth Group
Colorado
$1.9M -$4.26K -41 -0.2%
DIM
502
DC Investments Management
Virginia
$1.89M – – –
IFU
503
iSAM Funds (UK)
United Kingdom
$1.88M +$229K +2,198 +14%
NG
504
Norden Group
Utah
$1.88M +$70.1K +674 +4%
EF
505
Empirical Finance
Pennsylvania
$1.87M +$12.9K +124 +0.7%
PGF
506
Plan Group Financial
Oklahoma
$1.84M +$214K +2,061 +13%
MIC
507
Meridian Investment Counsel
California
$1.84M -$18.2K -175 -1%
FB
508
Fulton Bank
Pennsylvania
$1.83M -$109K -1,052 -6%
EH
509
Equitable Holdings
New York
$1.82M +$36.7K +353 +2%
ASN
510
Advisory Services Network
Georgia
$1.8M +$369K +3,546 +29%
TCM
511
Twin Capital Management
Pennsylvania
$1.78M +$15.8K +152 +0.9%
LA
512
LVW Advisors
New York
$1.77M +$103K +986 +6%
SC
513
Searle & Co
Connecticut
$1.77M -$33.1K -318 -2%
NMIMC
514
Northwestern Mutual Investment Management Company
Wisconsin
$1.77M +$8.53K +82 +0.5%
LAM
515
LOM Asset Management
$1.77M +$1.77M +17,016 New
NIM
516
NXG Investment Management
Texas
$1.76M – – –
ET
517
Entropy Technologies
New York
$1.73M -$2.02M -19,416 -54%
BFIM
518
Beese Fulmer Investment Management
Ohio
$1.73M +$90.7K +872 +6%
WPC
519
Waters Parkerson & Co
Louisiana
$1.73M +$98.8K +950 +6%
LIA
520
LS Investment Advisors
Michigan
$1.73M +$128K +1,230 +8%
CC
521
Courier Capital
New York
$1.72M -$23.2K -223 -1%
PCG
522
Prosperity Consulting Group
Maryland
$1.72M -$37.8K -363 -2%
KCM
523
Kornitzer Capital Management
Kansas
$1.7M – – –
WANY
524
Wealthspire Advisors (New York)
New York
$1.69M +$88.1K +847 +5%
WC
525
Wexford Capital
Florida
$1.68M +$1.69M +16,211 New
19 20
21
22 23

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.