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American Electric Power

1,923 hedge funds and large institutions have $59.6B invested in American Electric Power in 2026 Q1 according to their latest regulatory filings, with 225 funds opening new positions, 741 increasing their positions, 626 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $382M | Put options by funds: $187M

86% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 121

18% more repeat investments, than reductions

Existing positions increased: 741 | Existing positions reduced: 626

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

14% more capital invested

Capital invested by funds: $52.1B → $59.6B (+$7.51B)

4% more funds holding

Funds holding: 1,8541,923 (+69)

0.71% less ownership

Funds ownership: 84.55%83.83% (-0.71%)

Holders
1,923
Holders Change
+69
Holders Change %
+3.72%
% of All Funds
23.65%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.25%
New
225
Increased
741
Reduced
626
Closed
121
Calls
$382M
Puts
$187M
Net Calls
+$195M
Net Calls Change
+$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1201
Bogart Wealth LLC
Virginia
$381K +$10.3K +82 +3%
WP
1202
WealthShield Partners
North Carolina
$380K +$1.75K +14 +0.5%
CBT
1203
Central Bank & Trust
Kentucky
$380K
CSIC
1204
Clifford Swan Investment Counsel
California
$380K
CTA
1205
Colonial Trust Advisors
South Carolina
$380K
BMC
1206
Beaton Management Company
Massachusetts
$379K -$5.38K -43 -1%
TWM
1207
Tradition Wealth Management
Minnesota
$377K +$33.5K +268 +10%
JWS
1208
Juncture Wealth Strategies
Arizona
$377K +$40K +320 +13%
MCM
1209
McKinney Capital Management
Texas
$374K +$357K +2,856 New
DLA
1210
Douglas Lane & Associates
New York
$372K +$4.63K +37 +1%
BMCM
1211
Bryn Mawr Capital Management
Pennsylvania
$371K -$5.63K -45 -2%
AA
1212
Armis Advisers
Georgia
$371K +$1K +8 +0.3%
CI
1213
Corient IA
Florida
$370K -$85.1K -680 -19%
CCFM
1214
Clear Creek Financial Management
Washington
$369K -$4.13K -33 -1%
S
1215
Storgate
Texas
$368K +$25K +200 +8%
BPWM
1216
Badgley Phelps Wealth Managers
Washington
$368K +$52.7K +421 +18%
IAS
1217
Investment Advisory Services
Texas
$368K +$13.3K +106 +4%
CWM
1218
Chronos Wealth Management
Florida
$367K
VA
1219
Valmark Advisers
Ohio
$366K +$102K +812 +41%
VCM
1220
Versant Capital Management
Arizona
$365K +$105K +843 +43%
PFSC
1221
Peoples Financial Services Corp
Pennsylvania
$365K
Financial Engines Advisors
1222
Financial Engines Advisors
California
$365K +$6.01K +48 +2%
WRPWM
1223
Werba Rubin Papier Wealth Management
California
$364K +$348K +2,781 New
DE
1224
Diversified Enterprises
Delaware
$364K +$8.01K +64 +2%
BC
1225
BDFS Capital
Delaware
$364K +$8.01K +64 +2%

AEP Hedge Fund Activity: Q1 2026 in Review

1,923 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2026, worth a combined $59.6B — up 14% from $52.1B a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new AEP positions and 121 closed out — a net gain of 104 holders — while 741 added to existing stakes and 626 trimmed.

The largest buyer was Millennium Management, adding an estimated $347M. The largest seller was Victory Capital Management, cutting an estimated $422M.

  • 1,923 institutional investors held American Electric Power (AEP) as of Q1 2026, up from 1,854 in Q4 2025.
  • Funds reported $59.6B of American Electric Power stock for Q1 2026, up 14% quarter-over-quarter.
  • 225 funds opened new American Electric Power positions in Q1 2026 and 121 closed out, a net change of +104 holders.
  • The largest American Electric Power buyer in Q1 2026 was Millennium Management, an estimated $347M added.
  • The largest American Electric Power seller in Q1 2026 was Victory Capital Management, an estimated $422M sold.

Based on aggregated 13F filings for Q1 2026.