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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 %
FCM
726
Fourpath Capital Management
Oklahoma
$773K -$18.2K -175 -2%
WPW
727
Waldron Private Wealth
Pennsylvania
$765K -$14.8K -143 -2%
CC
728
Chicago Capital
Illinois
$764K +$32.2K +310 +4%
RCAG
729
Rehmann Capital Advisory Group
Michigan
$761K +$20.2K +195 +3%
WWM
730
Western Wealth Management
Colorado
$758K +$51.3K +494 +7%
PA
731
Prossimo Advisors
California
$756K -$19.3K -186 -2%
SSA
732
Sierra Summit Advisors
Nevada
$754K -$14.6K -141 -2%
SAM
733
Secure Asset Management
Michigan
$753K +$69.3K +668 +10%
CWM
734
Congress Wealth Management
Massachusetts
$746K +$129K +1,246 +21%
SW
735
Simplicity Wealth
New Jersey
$746K +$543K +5,232 +268%
SWM
736
SeaCrest Wealth Management
New York
$745K -$316K -3,043 -30%
SAM
737
Seelaus Asset Management
New Jersey
$744K – – –
GBT
738
Grove Bank & Trust
Florida
$741K +$19.4K +187 +3%
SFG
739
Sovereign Financial Group
Connecticut
$735K +$117K +1,125 +19%
MCM
740
Monument Capital Management
Virginia
$730K +$324K +3,124 +80%
Luther King Capital Management (LKCM)
741
Luther King Capital Management (LKCM)
Texas
$720K +$11K +106 +2%
SQA
742
Simon Quick Advisors
New Jersey
$719K +$131K +1,260 +22%
PCA
743
Peddock Capital Advisors
Massachusetts
$719K +$2.18K +21 +0.3%
SFS
744
Sowell Financial Services
Arkansas
$714K -$5.92K -57 -0.8%
IA
745
IFP Advisors
Florida
$712K -$27.3K -224 -4%
WSFS
746
Wilmington Savings Fund Society
Delaware
$706K +$104K +1,001 +17%
CCA
747
Checchi Capital Advisers
California
$704K -$46.2K -445 -6%
HT
748
Heritage Trust
Oklahoma
$704K -$85.2K -821 -11%
GLLW
749
Graves Light Lenhart Wealth
Virginia
$703K – – –
ADBIC
750
A.D. Beadell Investment Counsel
Wisconsin
$701K -$5.19K -50 -0.7%
28 29
30
31 32