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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
BFO
1101
Biltmore Family Office
North Carolina
$310K -$15.4K -148 -5%
TAM
1102
Townsend Asset Management
North Carolina
$310K +$1.04K +10 +0.3%
MC
1103
McCarthy & Cox
Ohio
$310K +$11.7K +112 +4%
CSA
1104
Cornerstone Select Advisors
Missouri
$309K +$12.4K +119 +4%
Fidelity International
1105
Fidelity International
Bermuda
$309K +$310K +2,976 New
GL
1106
Gerber LLC
Ohio
$308K
HFW
1107
Horizon Family Wealth
Illinois
$308K -$145K -1,396 -32%
OWA
1108
Opal Wealth Advisors
New York
$307K +$170K +1,632 +123%
HIC
1109
Holderness Investments Company
North Carolina
$306K +$416 +4 +0.1%
WFS
1110
Widmann Financial Services
Maryland
$306K
HNB
1111
Hilltop National Bank
Wyoming
$306K +$307K +2,952 New
NCM
1112
Novare Capital Management
North Carolina
$306K +$1.67K +16 +0.5%
BMC
1113
Beaton Management Company
Massachusetts
$304K +$19.6K +188 +7%
FW
1114
FullCircle Wealth
Texas
$303K +$1.56K +15 +0.6%
FNFDCM
1115
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$301K
CSIC
1116
Clifford Swan Investment Counsel
California
$301K +$312 +3 +0.1%
ABC
1117
Associated Banc-Corp
Wisconsin
$301K -$2.6K -25 -0.9%
CBT
1118
Central Bank & Trust
Kentucky
$301K
ISL
1119
Ingalls & Snyder LLC
New York
$300K -$520 -5 -0.2%
BCM
1120
Becker Capital Management
Oregon
$299K
LWP
1121
LeClair Wealth Partners
Ohio
$298K
CCM
1122
Canal Capital Management
Virginia
$297K +$2.39K +23 +0.8%
SOS
1123
Silver Oak Securities
Tennessee
$297K +$83.9K +806 +39%
PIA
1124
Pinion Investment Advisors
Kansas
$296K +$1.14K +11 +0.4%
GLA
1125
Good Life Advisors
Pennsylvania
$295K +$27.3K +262 +10%

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.