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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 %
EL
1226
EWA LLC
Pennsylvania
$231K +$6.54K +63 +3%
LWCFA
1227
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$230K +$15.6K +150 +7%
PJSIMP
1228
P.J. Schmidt Investment Management (PJS)
Wisconsin
$230K – – –
MLL
1229
Moody Lynn & Lieberson
Massachusetts
$228K +$4.05K +39 +2%
WJWM
1230
Williams Jones Wealth Management
New York
$228K +$15K +145 +7%
PFGIA
1231
Patriot Financial Group Insurance Agency
Massachusetts
$228K +$830 +8 +0.4%
CRC
1232
Curi RMB Capital
Illinois
$227K +$227K +2,184 New
TAM
1233
Titleist Asset Management
Texas
$226K -$10.9K -105 -5%
BWP
1234
Burling Wealth Partners
Illinois
$226K – – –
AAM
1235
Austin Asset Management
Texas
$226K – – –
MF
1236
Meridian Financial
Massachusetts
$225K +$415 +4 +0.2%
FM
1237
Foster & Motley
Ohio
$225K -$12K -116 -5%
FM
1238
Family Management
New York
$225K -$19.9K -192 -8%
VFP
1239
Verus Financial Partners
Virginia
$225K -$11K -105 -5%
CFO
1240
CVA Family Office
Colorado
$225K +$2.8K +27 +1%
TCOV
1241
Trust Company of Vermont
Vermont
$224K -$6.85K -66 -3%
DLA
1242
Douglas Lane & Associates
New York
$224K -$20.7K -199 -8%
LSL
1243
Legacy Solutions LLC
Pennsylvania
$224K +$20.1K +194 +10%
DIA
1244
Dana Investment Advisors
Wisconsin
$223K -$32.7K -315 -13%
AW
1245
Atlas Wealth
Ohio
$223K – – –
MHC
1246
May Hill Capital
Massachusetts
$223K +$2.7K +26 +1%
WRPWM
1247
Werba Rubin Papier Wealth Management
California
$222K +$222K +2,144 New
C
1248
Certuity
Florida
$222K -$11K -106 -5%
BWG
1249
Balanced Wealth Group
Ohio
$221K +$905 +8 +0.4%
VWA
1250
VSM Wealth Advisory
Maryland
$221K -$7.47K -72 -3%
48 49
50
51 52