We are live on ! Find out more
AEP icon

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
MA
1226
MCF Advisors
Kentucky
$237K
CCFM
1227
Clear Creek Financial Management
Washington
$236K -$4.16K -40 -2%
RDWM
1228
Red Door Wealth Management
Tennessee
$235K -$27.8K -267 -11%
CF
1229
Claris Financial
Virginia
$234K +$235K +2,260 New
ANBT
1230
American National Bank & Trust
Texas
$234K +$41.6K +400 +22%
WQ
1231
Wealth Quarterback
New Jersey
$234K -$16.9K -162 -7%
CAM
1232
Cozad Asset Management
Illinois
$234K
FG
1233
Fiduciary Group
Georgia
$233K -$14.6K -140 -6%
JAG
1234
Journey Advisory Group
Kentucky
$233K
WT
1235
Washington Trust
Rhode Island
$232K +$26.7K +257 +13%
DBIA
1236
Dumont & Blake Investment Advisors
New Jersey
$232K
PCA
1237
Private Capital Advisors
Connecticut
$232K
PAG
1238
Powers Advisory Group
Illinois
$232K +$728 +7 +0.3%
EL
1239
EWA LLC
Pennsylvania
$231K +$6.55K +63 +3%
LWCFA
1240
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$230K +$15.6K +150 +7%
PJSIMP
1241
P.J. Schmidt Investment Management (PJS)
Wisconsin
$230K
MLL
1242
Moody Lynn & Lieberson
Massachusetts
$228K +$4.06K +39 +2%
WJWM
1243
Williams Jones Wealth Management
New York
$228K +$15.1K +145 +7%
PFGIA
1244
Patriot Financial Group Insurance Agency
Massachusetts
$228K +$832 +8 +0.4%
CRC
1245
Curi RMB Capital
Illinois
$227K +$227K +2,184 New
TAM
1246
Titleist Asset Management
Texas
$226K -$10.9K -105 -5%
BWP
1247
Burling Wealth Partners
Illinois
$226K
AAM
1248
Austin Asset Management
Texas
$226K
MF
1249
Meridian Financial
Massachusetts
$225K +$416 +4 +0.2%
FM
1250
Foster & Motley
Ohio
$225K -$12.1K -116 -5%

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.