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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
FDW
1476
Fourth Dimension Wealth
Ohio
$31.9K +$104 +1 +0.3%
FFA
1477
Frazier Financial Advisors
Ohio
$31.6K +$624 +6 +2%
PMFA
1478
Plante Moran Financial Advisors
Michigan
$31.1K -$33.8K -325 -52%
MAFA
1479
MJT & Associates Financial Advisory
Minnesota
$31.1K
CH
1480
Canton Hathaway
Rhode Island
$31K
MTIC
1481
Missouri Trust & Investment Company
Missouri
$30.5K +$30.6K +294 New
CAWM
1482
Capital A Wealth Management
Pennsylvania
$29.8K +$37.5K +360 +5,143%
NC
1483
NewSquare Capital
Pennsylvania
$29.4K +$6.24K +60 +27%
BFS
1484
Burkett Financial Services
South Carolina
$29.3K +$208 +2 +0.7%
MA
1485
Montag & Associates
Georgia
$29.3K +$18.3K +176 +166%
HWA
1486
HHM Wealth Advisors
Tennessee
$28.7K -$104 -1 -0.4%
ATC
1487
Advantage Trust Company
Kansas
$28.5K +$10.4K +100 +57%
CMA
1488
Cedar Mountain Advisors
Oregon
$28K +$312 +3 +1%
FCT
1489
First Community Trust
Iowa
$27.6K
OAJ
1490
Ogorek Anthony Joseph
New York
$27K
SO
1491
Sierra Ocean
California
$26.8K
BONH
1492
Bank of New Hampshire
New Hampshire
$26.5K
USB
1493
Union Savings Bank
Connecticut
$26K
HFS
1494
Hopwood Financial Services
Virginia
$25.9K
WB
1495
Webster Bank
Connecticut
$25.9K
RBI
1496
Raiffeisen Bank International
Austria
$25.6K -$39.6K -381 -60%
FWA
1497
Flagship Wealth Advisors
Massachusetts
$24.9K
BTD
1498
BankPlus Trust Department
Mississippi
$24.5K
MSG
1499
Main Street Group
Virginia
$24K -$16.8K -161 -41%
SVWA
1500
Sarver Vrooman Wealth Advisors
Missouri
$23.8K

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.