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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
FM
1251
Family Management
New York
$225K -$20K -192 -8%
VFP
1252
Verus Financial Partners
Virginia
$225K -$10.9K -105 -5%
CFO
1253
CVA Family Office
Colorado
$225K +$2.81K +27 +1%
TCOV
1254
Trust Company of Vermont
Vermont
$224K -$6.87K -66 -3%
DLA
1255
Douglas Lane & Associates
New York
$224K -$20.7K -199 -8%
LSL
1256
Legacy Solutions LLC
Pennsylvania
$224K +$20.2K +194 +10%
DIA
1257
Dana Investment Advisors
Wisconsin
$223K -$32.8K -315 -13%
AW
1258
Atlas Wealth
Ohio
$223K
MHC
1259
May Hill Capital
Massachusetts
$223K +$2.71K +26 +1%
WRPWM
1260
Werba Rubin Papier Wealth Management
California
$222K +$223K +2,144 New
C
1261
Certuity
Florida
$222K -$11K -106 -5%
BWG
1262
Balanced Wealth Group
Ohio
$221K +$832 +8 +0.4%
VWA
1263
VSM Wealth Advisory
Maryland
$221K -$7.49K -72 -3%
NC
1264
NBW Capital
Massachusetts
$220K +$221K +2,125 New
LIG
1265
Lokken Investment Group
Delaware
$220K +$1.46K +14 +0.7%
PB
1266
Pinnacle Bancorp
Nebraska
$220K
SAW
1267
Signal Advisors Wealth
Michigan
$220K +$220K +2,117 New
MIM
1268
Marco Investment Management
Georgia
$220K -$1.98K -19 -0.9%
RCM
1269
Rockbridge Capital Management
Virginia
$220K
KOC
1270
Koss-Olinger Consulting
Florida
$219K +$104 +1 +0%
CWM
1271
Cranbrook Wealth Management
Michigan
$219K
CWM
1272
Centricity Wealth Management
Ohio
$219K +$1.56K +15 +0.7%
EFS
1273
Econ Financial Services
Pennsylvania
$219K
SWMG
1274
Signature Wealth Management Group
Georgia
$218K +$28.5K +274 +15%
TWP
1275
Tyche Wealth Partners
Texas
$218K -$2.81K -27 -1%

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.