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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
EP
926
Edgestream Partners
New Jersey
$606K -$8.51M -72,043 -93%
Kovitz Investment Group Partners
927
Kovitz Investment Group Partners
Illinois
$606K -$1.26M -10,627 -67%
CL
928
CSS LLC
Illinois
$605K +$620K +5,250 New
BWM
929
BKM Wealth Management
Wisconsin
$605K -$354 -3 -0.1%
MG
930
Mather Group
Illinois
$604K -$548K -4,641 -47%
IP
931
Ignite Planners
California
$604K +$83.6K +708 +16%
NWM
932
Northcape Wealth Management
New York
$602K -$70.9K -600 -10%
AA
933
Advisory Alpha
Michigan
$599K -$30.1K -255 -5%
CF
934
Clarity Financial
Texas
$598K +$22.2K +188 +4%
CI
935
Cigna Investments
Connecticut
$597K
AWM
936
Arista Wealth Management
Nevada
$596K +$2.01K +17 +0.3%
FFS
937
Fortress Financial Solutions
Arizona
$596K +$22.7K +192 +4%
PTP
938
Platform Technology Partners
New York
$596K +$3.42K +29 +0.6%
TWC
939
TD Waterhouse Canada
Ontario, Canada
$595K +$43.8K +371 +8%
RC
940
Rexford Capital
Texas
$593K +$11.8K +100 +2%
IF
941
Intrua Financial
Texas
$588K -$44.3K -375 -7%
CAMG
942
CWA Asset Management Group
Florida
$587K +$1.3K +11 +0.2%
TC
943
TownSquare Capital
Utah
$586K +$13.5K +114 +2%
CWM
944
Calamos Wealth Management
Illinois
$585K +$150K +1,272 +33%
NCM
945
Next Capital Management
New York
$585K
AWM
946
Aberdeen Wealth Management
Illinois
$583K -$26.6K -225 -4%
FA
947
Fiduciary Alliance
South Carolina
$583K +$9.68K +82 +2%
SFS
948
Summit Financial Strategies
Ohio
$583K +$6.61K +56 +1%
SWA
949
Stratos Wealth Advisors
Ohio
$578K -$15.4K -130 -3%
HNWAG
950
High Net Worth Advisory Group
Florida
$577K