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American Electric Power

1,635 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, 698 increasing their positions, 505 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $536M | Put options by funds: $151M

38% more repeat investments, than reductions

Existing positions increased: 698 | Existing positions reduced: 505

1.83% more ownership

Funds ownership: 79.57%81.4% (+1.8%)

2% less funds holding

Funds holding: 1,6681,635 (-33)

6% less capital invested

Capital invested by funds: $48.1B → $45.1B (-$3.02B)

11% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 143

44% less funds holding in top 10

Funds holding in top 10: 2715 (-12)

Holders
1,635
Holders Change
-33
Holders Change %
-1.98%
% of All Funds
21.53%
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
698
Reduced
505
Closed
143
Calls
$536M
Puts
$151M
Net Calls
+$384M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1001
Ritholtz Wealth Management
New York
$379K +$131K +1,260 +53%
FFS
1002
Fortress Financial Solutions
Arizona
$378K -$3.43K -33 -0.9%
GWP
1003
Gateway Wealth Partners
Wisconsin
$378K +$44K +423 +13%
CGL
1004
Clarius Group LLC
Washington
$376K -$35.4K -340 -9%
PWA
1005
Prairie Wealth Advisors
Nebraska
$376K
WA
1006
WBH Advisory
Maryland
$376K -$67.3K -647 -15%
FFG
1007
Fiduciary Financial Group
California
$376K +$9.78K +94 +3%
CT
1008
Colonial Trust
South Carolina
$376K
3IP
1009
3Chopt Investment Partners
Virginia
$372K -$2.91K -28 -0.8%
VCM
1010
Virtue Capital Management
Tennessee
$371K -$76.8K -738 -17%
GMA
1011
Glassy Mountain Advisors
Maryland
$370K
DWP
1012
Daymark Wealth Partners
Ohio
$369K +$135K +1,299 +58%
TW
1013
TritonPoint Wealth
Maryland
$369K +$12.7K +122 +4%
AIM
1014
Alhambra Investment Management
Florida
$367K +$12.9K +124 +4%
LSA
1015
Leonteq Securities AG
Switzerland
$367K +$38.9K +374 +12%
GSWA
1016
Good Steward Wealth Advisors
Tennessee
$363K -$171K -1,645 -32%
CI
1017
Corient IA
Florida
$363K
IFA
1018
Interactive Financial Advisors
Illinois
$363K
MC
1019
Mathes Company
New York
$363K
FIM
1020
Fruth Investment Management
Texas
$361K
MP
1021
McDonald Partners
Ohio
$361K -$4.16K -40 -1%
VIPI
1022
Vista Investment Partners II
Indiana
$360K -$11.9K -114 -3%
JGUA
1023
John G. Ullman & Associates
New York
$360K -$11.8K -113 -3%
EGA
1024
E&G Advisors
Texas
$360K
BIM
1025
Bullseye Investment Management
Ohio
$359K

AEP Hedge Fund Activity: Q2 2025 in Review

1,635 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2025, worth a combined $45.1B — down 6.3% from $48.1B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of AEP and 127 opened new positions — a net loss of 16 holders — while 505 trimmed existing stakes and 698 added.

The largest buyer was Barclays, adding an estimated $386M. The largest seller was Wellington Management Group, cutting an estimated $461M.

  • 1,635 institutional investors held American Electric Power (AEP) as of Q2 2025, down from 1,668 in Q1 2025.
  • Funds reported $45.1B of American Electric Power stock for Q2 2025, down 6.3% quarter-over-quarter.
  • 127 funds opened new American Electric Power positions in Q2 2025 and 143 closed out, a net change of -16 holders.
  • The largest American Electric Power buyer in Q2 2025 was Barclays, an estimated $386M added.
  • The largest American Electric Power seller in Q2 2025 was Wellington Management Group, an estimated $461M sold.

Based on aggregated 13F filings for Q2 2025.