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American Electric Power

1,714 hedge funds and large institutions have $49.6B invested in American Electric Power in 2025 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 730 increasing their positions, 478 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $514M | Put options by funds: $201M

135% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 79

53% more repeat investments, than reductions

Existing positions increased: 730 | Existing positions reduced: 478

10% more capital invested

Capital invested by funds: $45.1B → $49.6B (+$4.51B)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more funds holding

Funds holding: 1,6351,714 (+79)

1.11% more ownership

Funds ownership: 81.4%82.51% (+1.1%)

Holders
1,714
Holders Change
+79
Holders Change %
+4.83%
% of All Funds
22.5%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
186
Increased
730
Reduced
478
Closed
79
Calls
$514M
Puts
$201M
Net Calls
+$313M
Net Calls Change
-$71.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
976
Monetary Management Group
Missouri
$486K
IFWM
977
Institute for Wealth Management
Colorado
$485K -$11.1K -101 -2%
ESB
978
Essex Savings Bank
Connecticut
$483K
IFG
979
Independent Financial Group
California
$481K +$1.97K +18 +0.4%
APG
980
Abacus Planning Group
South Carolina
$479K +$60.3K +551 +15%
GC
981
Gilbert & Cook
Iowa
$479K +$24.2K +221 +5%
AIM
982
Anchor Investment Management
South Carolina
$476K
WHG
983
Westwood Holdings Group
Texas
$475K +$116K +1,058 +33%
SLG
984
Stanley-Laman Group
Pennsylvania
$473K -$217K -1,984 -32%
PWPS
985
Pinnacle Wealth Planning Services
Ohio
$470K +$11.4K +104 +3%
WP
986
Waycross Partners
Kentucky
$470K
JCM
987
J2 Capital Management
Michigan
$464K -$10.2K -93 -2%
JCM
988
Jacobi Capital Management
Pennsylvania
$463K +$10.9K +100 +2%
CWM
989
Crowley Wealth Management
Delaware
$461K
LWP
990
LMG Wealth Partners
Louisiana
$461K
NW
991
NewEdge Wealth
Pennsylvania
$459K +$87.9K +803 +27%
TAFW
992
Tred Avon Family Wealth
Maryland
$457K +$445K +4,063 New
LIM
993
Leavell Investment Management
Alabama
$457K +$1.86K +17 +0.4%
DWT
994
Dorsey & Whitney Trust
South Dakota
$457K -$15.1K -138 -3%
SFS
995
Sowell Financial Services
Arkansas
$456K -$309K -2,823 -41%
MWM
996
Mattern Wealth Management
Kansas
$455K
PIM
997
Penobscot Investment Management
Massachusetts
$455K
DI
998
DAGCO Inc
Ohio
$454K +$438 +4 +0.1%
CIA
999
Choate Investment Advisors
Massachusetts
$454K +$10.4K +95 +2%
JIC
1000
Joel Isaacson & Co
New York
$451K

AEP Hedge Fund Activity: Q3 2025 in Review

1,714 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2025, worth a combined $49.6B — up 10% from $45.1B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new AEP positions and 79 closed out — a net gain of 107 holders — while 730 added to existing stakes and 478 trimmed.

The largest buyer was Barclays, adding an estimated $408M. The largest seller was Lazard Asset Management, cutting an estimated $318M.

  • 1,714 institutional investors held American Electric Power (AEP) as of Q3 2025, up from 1,635 in Q2 2025.
  • Funds reported $49.6B of American Electric Power stock for Q3 2025, up 10% quarter-over-quarter.
  • 186 funds opened new American Electric Power positions in Q3 2025 and 79 closed out, a net change of +107 holders.
  • The largest American Electric Power buyer in Q3 2025 was Barclays, an estimated $408M added.
  • The largest American Electric Power seller in Q3 2025 was Lazard Asset Management, an estimated $318M sold.

Based on aggregated 13F filings for Q3 2025.