AEP icon

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
21.6%
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 %
CWM
951
Crowley Wealth Management
Delaware
$425K -$31.1K -300 -7%
LWP
952
LMG Wealth Partners
Louisiana
$425K – – –
UB
953
Umpqua Bank
Oregon
$425K +$79.1K +761 +23%
PWPS
954
Pinnacle Wealth Planning Services
Ohio
$423K +$174K +1,673 +70%
AGWCA
955
Annis Gardner Whiting Capital Advisors
Florida
$423K +$30.2K +291 +8%
ACM
956
AlphaStar Capital Management
North Carolina
$423K +$423K +4,074 New
EW
957
Elyxium Wealth
California
$422K +$189K +1,818 +81%
LIM
958
Leavell Investment Management
Alabama
$420K +$25K +241 +6%
MWM
959
Mattern Wealth Management
Kansas
$419K – – –
PIM
960
Penobscot Investment Management
Massachusetts
$419K – – –
GC
961
Gilbert & Cook
Iowa
$419K +$9.44K +91 +2%
DI
962
DAGCO Inc
Ohio
$419K +$519 +5 +0.1%
MSA
963
Marathon Strategic Advisors
Pennsylvania
$417K – – –
JCM
964
Jacobi Capital Management
Pennsylvania
$417K -$45.3K -437 -10%
JIC
965
Joel Isaacson & Co
New York
$416K – – –
CA
966
Continuum Advisory
Idaho
$414K +$2.28K +22 +0.6%
APIM
967
Agate Pass Investment Management
Washington
$413K -$392K -3,775 -49%
MGIA
968
Moneta Group Investment Advisors
Missouri
$413K +$74.7K +720 +22%
NP
969
Nilsine Partners
Colorado
$411K -$37.9K -365 -8%
CIA
970
Choate Investment Advisors
Massachusetts
$409K – – –
SWM
971
Sterling Wealth Management
Illinois
$406K +$406K +3,910 New
NIM
972
Northeast Investment Management
Massachusetts
$405K – – –
BRWA
973
B. Riley Wealth Advisors
Florida
$403K +$403K +3,886 New
BFC
974
Bedel Financial Consulting
Indiana
$401K – – –
WHC
975
Wulff, Hansen & Co
California
$398K – – –
37 38
39
40 41