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American Electric Power
AEP

Overview Fund Activity

1,612 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, 688 increasing their positions, 497 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,612
Holders Change
-38
Holders Change %
-2.3%
% of All Funds
21.61%
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
688
Reduced
497
Closed
140
Calls
$536M
Puts
$151M
Net Calls
+$384M
Net Calls Change
+$106M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$385M
2
SCP
Soroban Capital Partners
New York
+$265M
3
UBS AM
UBS AM
Illinois
+$252M
4
Victory Capital Management
Victory Capital Management
Texas
+$171M
5
Citigroup
Citigroup
New York
+$124M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$460M
2
Lazard Asset Management
Lazard Asset Management
New York
-$337M
3
Citadel Advisors
Citadel Advisors
Florida
-$208M
4
Dodge & Cox
Dodge & Cox
California
-$129M
5
GCM
Ghisallo Capital Management
Massachusetts
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
1451
LRI Investments
Florida
$37.9K -$4.05K -39 -10%
ADL
1452
Asset Dedication LLC
California
$37.6K -$20.8K -200 -36%
NC
1453
North Capital
Utah
$36.6K – – –
HNW
1454
High Note Wealth
Minnesota
$35.4K – – –
NMG
1455
New Millennium Group
Utah
$35.3K -$25.9K -250 -42%
IAS
1456
IMA Advisory Services
Colorado
$33.4K +$415 +4 +1%
SHF
1457
Safe Harbor Fiduciary
Florida
$33.2K – – –
GA
1458
GoalVest Advisory
New York
$32.5K +$23.9K +230 +277%
OCM
1459
Osterweis Capital Management
California
$32.2K +$31.1K +300 +3,000%
FDW
1460
Fourth Dimension Wealth
Ohio
$31.9K +$104 +1 +0.3%
FFA
1461
Frazier Financial Advisors
Ohio
$31.6K +$622 +6 +2%
PMFA
1462
Plante Moran Financial Advisors
Michigan
$31.1K -$33.7K -325 -52%
MAFA
1463
MJT & Associates Financial Advisory
Minnesota
$31.1K – – –
CH
1464
Canton Hathaway
Rhode Island
$31K – – –
MTIC
1465
Missouri Trust & Investment Company
Missouri
$30.5K +$30.5K +294 New
NC
1466
NewSquare Capital
Pennsylvania
$29.4K +$6.23K +60 +27%
BFS
1467
Burkett Financial Services
South Carolina
$29.3K +$208 +2 +0.7%
MA
1468
Montag & Associates
Georgia
$29.3K +$18.3K +176 +166%
HWA
1469
HHM Wealth Advisors
Tennessee
$28.7K -$104 -1 -0.4%
ATC
1470
Advantage Trust Company
Kansas
$28.5K +$10.4K +100 +57%
CMA
1471
Cedar Mountain Advisors
Oregon
$28K +$311 +3 +1%
FCT
1472
First Community Trust
Iowa
$27.6K – – –
OAJ
1473
Ogorek Anthony Joseph
New York
$27K – – –
SO
1474
Sierra Ocean
California
$26.8K – – –
BONH
1475
Bank of New Hampshire
New Hampshire
$26.5K – – –
57 58
59
60 61