We are live on ! Find out more
AEP icon

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
CCG
901
Cloverfields Capital Group
Minnesota
$640K +$656K +5,552 New
MWM
902
Modera Wealth Management
New Jersey
$639K +$8.74K +74 +1%
4WM
903
4J Wealth Management
Virginia
$639K +$655K +5,544 New
AC
904
Apella Capital
Connecticut
$638K +$69.9K +592 +12%
MIP
905
Marietta Investment Partners
Wisconsin
$635K +$651K +5,510 New
SDAM
906
Shulman DeMeo Asset Management
New York
$635K +$2.48K +21 +0.4%
AP
907
Atwood & Palmer
Missouri
$634K
CK
908
Cohen Klingenstein
New York
$634K
BOJHT
909
Bank of Jackson Hole Trust
Wyoming
$634K +$25.3K +214 +4%
AWE
910
Avidian Wealth Enterprises
Texas
$632K +$48.9K +414 +8%
FCM
911
Fourpath Capital Management
Oklahoma
$630K -$237K -2,004 -27%
ACM
912
Advisors Capital Management
New Jersey
$629K -$55.7K -472 -8%
RWM
913
Ritholtz Wealth Management
New York
$627K +$114K +969 +22%
SC
914
SouthState Corp
Florida
$625K -$125K -1,062 -16%
CWA
915
Centennial Wealth Advisory
Michigan
$625K -$591 -5 -0.1%
GWMR
916
GC Wealth Management RIA
Massachusetts
$624K -$893K -7,559 -58%
TFG
917
Taylor Financial Group
Virginia
$620K
NPT
918
Nixon Peabody Trust
Massachusetts
$619K +$11.8K +100 +2%
AC
919
Avestar Capital
New York
$617K +$11.5K +97 +2%
BIA
920
Barry Investment Advisors
Massachusetts
$616K +$2.72K +23 +0.4%
ASC
921
Atalanta Sosnoff Capital
New York
$614K +$104K +878 +20%
LSA
922
Leonteq Securities AG
Switzerland
$613K +$256K +2,171 +69%
PFBT
923
Parkside Financial Bank & Trust
Missouri
$611K +$26.5K +224 +4%
CIG
924
Cascade Investment Group
Colorado
$607K +$8.74K +74 +1%
EPW
925
Endeavor Private Wealth
Kansas
$606K -$123K -1,043 -17%