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American Electric Power

1,854 hedge funds and large institutions have $50.7B invested in American Electric Power in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 758 increasing their positions, 529 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 87

48% more call options, than puts

Call options by funds: $491M | Put options by funds: $332M

43% more repeat investments, than reductions

Existing positions increased: 758 | Existing positions reduced: 529

8% more funds holding

Funds holding: 1,7141,854 (+140)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more capital invested

Capital invested by funds: $49.6B → $50.7B (+$1.05B)

0.21% less ownership

Funds ownership: 82.51%82.3% (-0.21%)

Holders
1,854
Holders Change
+140
Holders Change %
+8.17%
% of All Funds
22.55%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.21%
New
264
Increased
758
Reduced
529
Closed
87
Calls
$491M
Puts
$332M
Net Calls
+$159M
Net Calls Change
-$154M
Name Holding Trade Value Shares
Change
Change in
Stake
FDS
701
First Dallas Securities
Texas
$1.26M -$14.6K -124 -1%
TPA
702
Trivium Point Advisory
Connecticut
$1.25M -$73.6K -623 -5%
FIA
703
Foundations Investment Advisors
Arizona
$1.25M -$107K -905 -8%
GT
704
Greenleaf Trust
Michigan
$1.25M +$27.5K +233 +2%
SWM
705
Spire Wealth Management
Virginia
$1.25M +$826K +6,993 +182%
CS
706
Candriam SCA
Luxembourg
$1.24M +$1.27M +10,715 New
MSFP
707
Mark Sheptoff Financial Planning
Connecticut
$1.23M +$130K +1,100 +11%
Group One Trading
708
Group One Trading
Illinois
$1.22M +$1.25M +10,564 New
HW
709
Hancock Whitney
Mississippi
$1.22M -$10.7K -91 -0.9%
SCM
710
Schnieders Capital Management
California
$1.22M +$67.9K +575 +6%
NL
711
Navalign LLC
California
$1.22M +$28K +237 +2%
CAM
712
Columbia Asset Management
Michigan
$1.21M +$87.2K +738 +8%
S
713
SignatureFD
Georgia
$1.21M +$71K +601 +6%
MCP
714
Mirador Capital Partners
California
$1.21M -$23.6K -200 -2%
EA
715
Everpar Advisors
Oklahoma
$1.2M -$188K -1,592 -13%
LFAS
716
Level Four Advisory Services
Texas
$1.2M -$148K -1,254 -11%
HPC
717
HM Payson & Co
Maine
$1.19M +$354 +3 +0%
MWM
718
Marion Wealth Management
Pennsylvania
$1.19M +$39.1K +331 +3%
AFG
719
Albion Financial Group
Utah
$1.18M -$297K -2,513 -20%
KFGK
720
Keystone Financial Group (Kentucky)
Kentucky
$1.17M +$30.8K +261 +3%
LC
721
Lawood & Co
Pennsylvania
$1.17M +$1.2M +10,131 New
CCM
722
Coldstream Capital Management
Washington
$1.17M +$41.6K +352 +4%
PTC
723
Private Trust Company
Ohio
$1.16M -$2.95K -25 -0.2%
SACTSONJ
724
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.15M
AAM
725
AR Asset Management
California
$1.15M