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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
ACM
1601
Anfield Capital Management
California
$4.36K
EWP
1602
Elevation Wealth Partners
California
$4.15K
PCM
1603
Penserra Capital Management
California
$4K -$808K -7,763 -99%
MLA
1604
MB, Levis & Associates
Pennsylvania
$3.63K
NSG
1605
Nalls Sherbakoff Group
Tennessee
$3.32K -$10.6K -102 -76%
BCPWM
1606
Bradley & Co Private Wealth Management
Florida
$3.22K
IWM
1607
IMG Wealth Management
Florida
$3.22K +$3.23K +31 New
MWA
1608
Medallion Wealth Advisors
Connecticut
$3.13K
RS
1609
Rakuten Securities
Japan
$3.11K -$208 -2 -6%
PWA
1610
Principia Wealth Advisory
Texas
$3.11K +$520 +5 +20%
CTWM
1611
Cherry Tree Wealth Management
Minnesota
$2.59K -$1.35K -13 -34%
CIAS
1612
CBIZ Investment Advisory Services
Ohio
$2.59K +$2.08K +20 +400%
HCM
1613
Hollencrest Capital Management
California
$2.49K
BHWM
1614
Bay Harbor Wealth Management
Maryland
$2.49K +$1.25K +12 +100%
DPW
1615
DiNuzzo Private Wealth
Pennsylvania
$2.39K -$104 -1 -4%
FMTCOCP
1616
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
CAC
1617
Core Alternative Capital
Georgia
$1.97K
TCM
1618
Tradewinds Capital Management
Washington
$1.56K
TFA
1619
Toth Financial Advisory
Virginia
$1.56K +$1.56K +15 New
KIM
1620
Kestra Investment Management
Texas
$1.53K
NWM
1621
Nova Wealth Management
Florida
$1.5K +$1.46K +14 New
SIC
1622
SJS Investment Consulting
Ohio
$1.35K -$1.25K -12 -48%
KWM
1623
Kiker Wealth Management
Georgia
$1.25K +$1.25K +12 New
PWM
1624
Parkworth Wealth Management
California
$1.25K +$1.25K +12 New
T
1625
Transce3nd
Texas
$1.25K +$1.25K +12 New

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.