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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
SCP
1326
Sivia Capital Partners
California
$214K +$199K +1,960 New
PCA
1327
Pallas Capital Advisors
Massachusetts
$214K +$198K +1,954 New
SW
1328
Simplicity Wealth
New Jersey
$213K +$198K +1,954 New
KCM
1329
Kanawha Capital Management
Virginia
$213K +$198K +1,953 New
BWG
1330
Balanced Wealth Group
Ohio
$213K +$197K +1,949 New
MFWP
1331
Mosaic Family Wealth Partners
Missouri
$213K +$197K +1,947 New
RZH
1332
Relyea Zuckerberg Hanson
Connecticut
$212K +$197K +1,940 New
GWP
1333
Gen-Wealth Partners
Michigan
$212K -$14K -138 -7%
IWA
1334
Inspirion Wealth Advisors
Illinois
$212K +$196K +1,937 New
RB
1335
Rodgers Brothers
Pennsylvania
$212K -$3.01M -29,726 -94%
PAS
1336
PKS Advisory Services
New York
$211K +$196K +1,934 New
DA
1337
Dover Advisors
Virginia
$210K +$195K +1,925 New
NF
1338
Nikulski Financial
Iowa
$210K +$195K +1,925 New
QFA
1339
Quantum Financial Advisors
California
$210K +$195K +1,924 New
BWL
1340
Bogart Wealth LLC
Virginia
$210K -$4.66K -46 -2%
EW
1341
Evoke Wealth
California
$209K +$194K +1,913 New
IWA
1342
Icon Wealth Advisors
Texas
$208K -$22K -217 -10%
AF
1343
Apexium Financial
Texas
$207K +$192K +1,891 New
LW
1344
Linscomb Wealth
Texas
$206K +$191K +1,889 New
TWA
1345
TCI Wealth Advisors
Arizona
$206K +$191K +1,883 New
WA
1346
Wealth Architects
California
$206K +$191K +1,881 New
GWMR
1347
GC Wealth Management RIA
Massachusetts
$205K +$190K +1,878 New
SFG
1348
Seamount Financial Group
Colorado
$205K +$190K +1,877 New
Financial Engines Advisors
1349
Financial Engines Advisors
California
$205K +$190K +1,878 New
SS
1350
Sunbelt Securities
Texas
$205K -$312K -3,079 -62%

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.