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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 %
MAM
1551
Morse Asset Management
Connecticut
$7.68K – – –
MSWA
1552
Marshall & Sterling Wealth Advisors
New York
$7.58K +$6.54K +63 +630%
SC
1553
Solstein Capital
California
$7.57K +$7.57K +73 New
RTC
1554
Riverview Trust Company
Washington
$7.47K -$67.2K -648 -90%
TIM
1555
Thompson Investment Management
Wisconsin
$7.06K – – –
WWM
1556
Wolff Wiese Magana
California
$6.95K -$12.5K -120 -64%
RTL
1557
Red Tortoise LLC
Georgia
$6.95K – – –
SIS
1558
Sound Income Strategies
Florida
$6.85K -$6.23K -60 -48%
TWD
1559
True Wealth Design
Ohio
$6.82K +$1.03K +10 +18%
CWM
1560
Cedar Wealth Management
California
$6.56K +$6.56K +63 New
CFS
1561
CGC Financial Services
Oregon
$6.33K – – –
1NWS
1562
1 North Wealth Services
Maryland
$6.23K – – –
AWM
1563
Abound Wealth Management
Tennessee
$6.13K – – –
IRC
1564
Investors Research Corp
Georgia
$5.81K – – –
AIM
1565
Access Investment Management
Georgia
$5.81K +$5.81K +56 New
FWM
1566
FSA Wealth Management
Massachusetts
$5.81K +$5.81K +56 New
SA
1567
Scarborough Advisors
Maryland
$5.71K +$5.71K +55 New
GC
1568
GFG Capital
Florida
$5.6K +$5.6K +54 New
DWM
1569
Dogwood Wealth Management
Kansas
$5.51K +$4.99K +48 +960%
BFS
1570
Bare Financial Services
Pennsylvania
$5.5K +$5.5K +53 New
TIM
1571
Total Investment Management
Arizona
$5.29K +$5.29K +51 New
WBC
1572
West Branch Capital
Massachusetts
$5.19K -$6.54K -63 -56%
CG
1573
Curat Global
New Hampshire
$5.19K – – –
WCM
1574
WealthTrak Capital Management
Virginia
$5.19K +$519 +5 +11%
KG
1575
Kilter Group
New York
$5.19K +$5.19K +50 New
61 62
63
64 65