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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 %
UIA
1576
Ulland Investment Advisors
Minnesota
$5K – – –
ABWM
1577
Alpine Bank Wealth Management
Colorado
$4.98K – – –
PWMG
1578
Private Wealth Management Group
New Jersey
$4.67K – – –
SHIM
1579
Stone House Investment Management
Pennsylvania
$4.67K +$2.59K +25 +125%
ACM
1580
Anfield Capital Management
California
$4.36K – – –
EWP
1581
Elevation Wealth Partners
California
$4.15K – – –
PCM
1582
Penserra Capital Management
California
$4K -$690K -7,763 -99%
MLA
1583
MB, Levis & Associates
Pennsylvania
$3.64K – – –
BCPWM
1584
Bradley & Co Private Wealth Management
Florida
$3.22K – – –
IWM
1585
IMG Wealth Management
Florida
$3.22K +$3.22K +31 New
RS
1586
Rakuten Securities
Japan
$3.11K -$208 -2 -6%
PWA
1587
Principia Wealth Advisory
Texas
$3.11K +$519 +5 +20%
CTWM
1588
Cherry Tree Wealth Management
Minnesota
$2.59K -$1.35K -13 -34%
CIAS
1589
CBIZ Investment Advisory Services
Ohio
$2.59K +$2.08K +20 +400%
HCM
1590
Hollencrest Capital Management
California
$2.49K – – –
BHWM
1591
Bay Harbor Wealth Management
Maryland
$2.49K +$1.25K +12 +100%
DPW
1592
DiNuzzo Private Wealth
Pennsylvania
$2.39K -$104 -1 -4%
FMTCOCP
1593
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
CAC
1594
Core Alternative Capital
Georgia
$1.97K – – –
TCM
1595
Tradewinds Capital Management
Washington
$1.56K – – –
TFA
1596
Toth Financial Advisory
Virginia
$1.56K +$1.56K +15 New
KIM
1597
Kestra Investment Management
Texas
$1.53K – – –
NWM
1598
Nova Wealth Management
Florida
$1.5K +$1.5K +14 New
SIC
1599
SJS Investment Consulting
Ohio
$1.35K -$1.25K -12 -48%
T
1600
Transce3nd
Texas
$1.25K +$1.25K +12 New
62 63
64
65 66