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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
SWIM
1426
Smallwood Wealth Investment Management
New Jersey
$57.1K
SS
1427
SBI Securities
Japan
$56.4K +$6.76K +65 +14%
LWA
1428
Lowe Wealth Advisors
Maryland
$56.1K
OA
1429
Operose Advisors
Wisconsin
$56K +$31.2K +300 +125%
POIA
1430
Pin Oak Investment Advisors
Texas
$55K
WCM
1431
Winthrop Capital Management
Indiana
$53K +$53.4K +513 New
ACA
1432
Atlas Capital Advisors
Wyoming
$52.5K
FFWM
1433
Future Financial Wealth Management
Ohio
$52.3K +$416 +4 +0.8%
TFM
1434
TFC Financial Management
Massachusetts
$51.9K
PSB
1435
Piscataqua Savings Bank
New Hampshire
$51.9K
HC
1436
Hoese & Co
Minnesota
$51.9K +$52K +500 New
AWM
1437
Atticus Wealth Management
Florida
$51.8K
GKIM
1438
GW&K Investment Management
Massachusetts
$51K +$21.3K +205 +73%
BAM
1439
Byrne Asset Management
New Jersey
$50.8K -$51K -490 Closed
TFIPS
1440
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.8K
ATC
1441
Adirondack Trust Company
New York
$49.1K
RFA
1442
Reyes Financial Architecture
California
$48K
BWAM
1443
Boyd Watterson Asset Management
Ohio
$47.7K
HI
1444
Hoey Investments
Pennsylvania
$47.7K
RI
1445
Ridgewood Investments
New Jersey
$47.1K +$104 +1 +0.2%
C
1446
Covestor
United Kingdom
$47K +$728 +7 +2%
EPIM
1447
Evelyn Partners Investment Management
$46.7K
STB
1448
S&T Bank
Pennsylvania
$46.6K +$2.19K +21 +5%
SCM
1449
Silvant Capital Management
Georgia
$45.6K
BFP
1450
Briaud Financial Planning
Texas
$45K

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.