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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
21.61%
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 %
BWM
1051
BCGM Wealth Management
Indiana
$337K -$10.9K -105 -3%
CCM
1052
Cobler Capital Management
Kansas
$337K +$337K +2,951 New
VEA
1053
Virtus ETF Advisers
New York
$336K +$336K +3,240 New
SFS
1054
Stiles Financial Services
Minnesota
$335K +$40.2K +387 +14%
IAN
1055
Integrated Advisors Network
Texas
$334K +$1.35K +13 +0.4%
GWM
1056
GDS Wealth Management
Texas
$334K +$4.57K +44 +1%
AWAU
1057
Alliance Wealth Advisors (Utah)
Utah
$334K +$15K +145 +5%
CWP
1058
Concord Wealth Partners
Virginia
$333K +$209K +2,015 +168%
CAMV
1059
Concord Asset Management (Virginia)
Virginia
$333K +$333K +3,212 New
GI
1060
Gradient Investments
Minnesota
$333K +$126K +1,219 +61%
AWM
1061
Aegis Wealth Management
Maryland
$333K – – –
QWP
1062
Quotient Wealth Partners
Texas
$331K +$11.5K +111 +4%
BPFA
1063
Barnes Pettey Financial Advisors
Mississippi
$331K – – –
CFD
1064
Creative Financial Designs
Indiana
$331K +$20.8K +200 +7%
GDP
1065
Great Diamond Partners
Maine
$329K +$329K +3,170 New
WHG
1066
Westwood Holdings Group
Texas
$328K +$30.8K +297 +10%
LIM
1067
Lathrop Investment Management
Arkansas
$328K – – –
CIA
1068
Cladis Investment Advisory
Montana
$328K – – –
CTA
1069
Colonial Trust Advisors
South Carolina
$324K -$104 -1 -0%
DAM
1070
Delta Asset Management
Tennessee
$324K – – –
RA
1071
RFG Advisory
Alabama
$324K -$115K -1,108 -26%
VAM
1072
Verity Asset Management
North Carolina
$323K -$2.8K -27 -0.9%
PPC
1073
Park Place Capital
Alabama
$323K -$18.5K -177 -5%
SIMG
1074
Sonora Investment Management Group
Arizona
$322K +$52.2K +503 +19%
SFP
1075
Sandbox Financial Partners
Maryland
$320K +$104 +1 +0%
41 42
43
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