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American Electric Power

1,668 hedge funds and large institutions have $48.1B invested in American Electric Power in 2025 Q1 according to their latest regulatory filings, with 243 funds opening new positions, 682 increasing their positions, 476 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 73

170% more funds holding in top 10

Funds holding in top 10: 1027 (+17)

129% more call options, than puts

Call options by funds: $494M | Put options by funds: $216M

43% more repeat investments, than reductions

Existing positions increased: 682 | Existing positions reduced: 476

23% more capital invested

Capital invested by funds: $39B → $48.1B (+$9.13B)

9% more funds holding

Funds holding: 1,5241,668 (+144)

2.58% more ownership

Funds ownership: 76.99%79.57% (+2.6%)

Holders
1,668
Holders Change
+144
Holders Change %
+9.45%
% of All Funds
22.37%
Holding in Top 10
27
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+170%
% of All Funds
0.36%
New
243
Increased
682
Reduced
476
Closed
73
Calls
$494M
Puts
$216M
Net Calls
+$278M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1301
WealthTrust Asset Management
Florida
$221K +$205K +2,020 New
SFP
1302
Shepherd Financial Partners
Massachusetts
$220K +$204K +2,015 New
MIM
1303
MTM Investment Management
South Carolina
$220K +$206K +2,031 New
DFG
1304
Delta Financial Group
New Jersey
$220K +$214K +2,112 New
SOS
1305
Silver Oak Securities
Tennessee
$220K +$44.4K +438 +27%
SL
1306
Salomon & Ludwin
Virginia
$220K
Connor, Clark & Lunn Investment Management (CC&L)
1307
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$219K +$203K +2,007 New
SC
1308
Sapient Capital
Indiana
$219K +$203K +2,002 New
HFM
1309
Hartford Financial Management
Connecticut
$219K
AWM
1310
Aries Wealth Management
Maine
$219K +$203K +2,000 New
OFA
1311
Oak Family Advisors
Illinois
$219K +$203K +2,000 New
FAG
1312
Fortitude Advisory Group
Washington
$218K +$209K +2,060 New
EAM
1313
Evanson Asset Management
California
$218K +$202K +1,995 New
GI
1314
Gradient Investments
Minnesota
$218K +$202K +1,993 New
LCM
1315
LCM Capital Management
Illinois
$218K +$202K +1,992 New
PS
1316
Planned Solutions
California
$217K +$201K +1,987 New
Loomis, Sayles & Company
1317
Loomis, Sayles & Company
Massachusetts
$217K +$44K +434 +28%
WT
1318
Washington Trust
Rhode Island
$217K
GJIA
1319
Glass Jacobson Investment Advisors
Maryland
$216K
BSSFA
1320
Baron Silver Stevens Financial Advisors
Florida
$216K +$200K +1,977 New
CA
1321
Carson Advisory
Georgia
$216K +$200K +1,977 New
IBOK
1322
Independence Bank of Kentucky
Kentucky
$215K -$2.03K -20 -1%
TWM
1323
Tradition Wealth Management
Minnesota
$215K +$199K +1,968 New
LSL
1324
Legacy Solutions LLC
Pennsylvania
$215K +$199K +1,963 New
OWA
1325
Octavia Wealth Advisors
Ohio
$214K +$199K +1,962 New

AEP Hedge Fund Activity: Q1 2025 in Review

1,668 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2025, worth a combined $48.1B — up 23% from $39B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new AEP positions and 73 closed out — a net gain of 170 holders — while 682 added to existing stakes and 476 trimmed.

The largest buyer was GQG Partners, adding an estimated $463M. The largest seller was Janus Henderson Group, cutting an estimated $246M.

  • 1,668 institutional investors held American Electric Power (AEP) as of Q1 2025, up from 1,524 in Q4 2024.
  • Funds reported $48.1B of American Electric Power stock for Q1 2025, up 23% quarter-over-quarter.
  • 243 funds opened new American Electric Power positions in Q1 2025 and 73 closed out, a net change of +170 holders.
  • The largest American Electric Power buyer in Q1 2025 was GQG Partners, an estimated $463M added.
  • The largest American Electric Power seller in Q1 2025 was Janus Henderson Group, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2025.