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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
FA
1301
FDx Advisors
Illinois
$206K -$4.58K -44 -2%
WI
1302
WrapManager Inc
California
$205K -$4.58K -44 -2%
CA
1303
Carson Advisory
Georgia
$205K
TCWA
1304
Turtle Creek Wealth Advisors
Texas
$205K +$205K +1,974 New
IBOK
1305
Independence Bank of Kentucky
Kentucky
$204K
TC
1306
Truvestments Capital
Florida
$204K -$13.5K -130 -6%
LWM
1307
LeConte Wealth Management
Tennessee
$204K +$204K +1,962 New
BWL
1308
Bogart Wealth LLC
Virginia
$204K +$4.16K +40 +2%
LP
1309
LMR Partners
United Kingdom
$203K +$204K +1,961 New
QFA
1310
Quantum Financial Advisors
California
$202K +$2.71K +26 +1%
MFWP
1311
Mosaic Family Wealth Partners
Missouri
$202K
PS
1312
Planned Solutions
California
$201K -$4.99K -48 -2%
IWA
1313
Inspirion Wealth Advisors
Illinois
$201K
CFP
1314
Catalyst Financial Partners
Massachusetts
$201K +$201K +1,935 New
FCA
1315
FLC Capital Advisors
California
$200K -$52K -500 -21%
CBA
1316
Coastal Bridge Advisors
Connecticut
$200K +$201K +1,929 New
GWP
1317
Gen-Wealth Partners
Michigan
$200K -$1.35K -13 -0.7%
HBW
1318
Hazlett, Burt & Watson
West Virginia
$193K -$65.9K -633 -25%
PCFFS
1319
Pacific Center for Financial Services
California
$189K
RA
1320
Ransom Advisory
Rhode Island
$186K -$5.2K -50 -3%
SCM
1321
Sterling Capital Management
North Carolina
$186K -$3.14M -30,225 -94%
GIA
1322
GHP Investment Advisors
Colorado
$184K +$80.7K +776 +78%
TH
1323
TCTC Holdings
Texas
$183K
HBT
1324
Hills Bank & Trust
Iowa
$181K
TSMHT
1325
Thurston Springer Miller Herd & Titak
Indiana
$181K +$34.5K +332 +23%

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.