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American Electric Power
AEP

Overview Fund Activity

1,612 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, 688 increasing their positions, 497 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,612
Holders Change
-38
Holders Change %
-2.3%
% of All Funds
21.61%
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
688
Reduced
497
Closed
140
Calls
$536M
Puts
$151M
Net Calls
+$384M
Net Calls Change
+$106M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$385M
2
SCP
Soroban Capital Partners
New York
+$265M
3
UBS AM
UBS AM
Illinois
+$252M
4
Victory Capital Management
Victory Capital Management
Texas
+$171M
5
Citigroup
Citigroup
New York
+$124M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$460M
2
Lazard Asset Management
Lazard Asset Management
New York
-$337M
3
Citadel Advisors
Citadel Advisors
Florida
-$208M
4
Dodge & Cox
Dodge & Cox
California
-$129M
5
GCM
Ghisallo Capital Management
Massachusetts
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
676
Everstar Asset Management
North Carolina
$908K +$144K +1,386 +19%
KPPF
677
Klein Pavlis & Peasley Financial
California
$906K +$406K +3,916 +81%
AS
678
Altshuler Shaham
Israel
$905K +$320K +3,084 +55%
SRL
679
Scientech Research LLC
New Jersey
$902K +$902K +8,694 New
OFG
680
Oxford Financial Group
Indiana
$898K -$10.4K -100 -1%
ECA
681
Elevated Capital Advisors
Utah
$894K – – –
PPWP
682
Premier Path Wealth Partners
New Jersey
$892K +$142K +1,365 +19%
PHS
683
Pekin Hardy Strauss
Illinois
$890K +$20.8K +200 +2%
CIP
684
Capital Insight Partners
Arizona
$888K +$55.2K +532 +7%
CAG
685
Csenge Advisory Group
Florida
$883K -$18.3K -177 -2%
AAG
686
Armstrong Advisory Group
Massachusetts
$880K -$26.1K -252 -3%
BCV
687
Banque Cantonale Vaudoise
Switzerland
$878K +$108K +1,044 +14%
WKWM
688
Walter & Keenan Wealth Management
Indiana
$877K +$4.25K +41 +0.5%
NS
689
NBC Securities
Alabama
$875K -$50.4K -486 -5%
AWAG
690
ARS Wealth Advisors Group
Florida
$869K +$869K +8,378 New
QI
691
Qtron Investments
Massachusetts
$869K -$502K -4,837 -37%
PWG
692
Portside Wealth Group
Utah
$866K +$31.1K +300 +4%
JWA
693
JFS Wealth Advisors
Pennsylvania
$865K -$3.01K -29 -0.3%
PCA
694
Purkiss Capital Advisors
Connecticut
$859K +$402K +3,876 +88%
CAG
695
Crestwood Advisors Group
Massachusetts
$858K -$18.1K -174 -2%
RL
696
Rogco LP
Oklahoma
$854K +$32.2K +310 +4%
PP
697
PDS Planning
Ohio
$853K +$22.7K +219 +3%
QCM
698
Qsemble Capital Management
New York
$852K -$1.22M -11,769 -59%
SM
699
STF Management
Texas
$852K +$21.4K +206 +3%
RWP
700
RWA Wealth Partners
Massachusetts
$850K +$82.9K +799 +11%
26 27
28
29 30