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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
21.62%
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
$709M
2
SCP
Soroban Capital Partners
New York
$416M
3
UBS AM
UBS AM
Illinois
$275M
4
Victory Capital Management
Victory Capital Management
Texas
$271M
5
Citigroup
Citigroup
New York
$216M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.83B
2
Lazard Asset Management
Lazard Asset Management
New York
$334M
3
Citadel Advisors
Citadel Advisors
Florida
$164M
4
Dodge & Cox
Dodge & Cox
California
$993M
5
GCM
Ghisallo Capital Management
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RZH
1701
Relyea Zuckerberg Hanson
Connecticut
– -$212K -1,940 Closed
RB
1702
Rodgers Brothers
Pennsylvania
– -$212K -1,936 Closed
DA
1703
Dover Advisors
Virginia
– -$210K -1,925 Closed
NF
1704
Nikulski Financial
Iowa
– -$210K -1,925 Closed
PWP
1705
Phillips Wealth Planners
Mississippi
– -$201K -1,921 Closed
AF
1706
Apexium Financial
Texas
– -$207K -1,891 Closed
LW
1707
Linscomb Wealth
Texas
– -$206K -1,889 Closed
TWA
1708
TCI Wealth Advisors
Arizona
– -$206K -1,883 Closed
WA
1709
Wealth Architects
California
– -$206K -1,881 Closed
SFG
1710
Seamount Financial Group
Colorado
– -$205K -1,877 Closed
RSWM
1711
Robertson Stephens Wealth Management
California
– -$205K -1,874 Closed
First Manhattan
1712
First Manhattan
New York
– -$204K -1,871 Closed
TSWM
1713
Tyler-Stone Wealth Management
Ohio
– -$204K -1,866 Closed
LAM
1714
Longboard Asset Management
Arizona
– -$203K -1,862 Closed
LSIA
1715
LaSalle St. Investment Advisors
Illinois
– -$203K -1,859 Closed
BTWM
1716
Baker Tilly Wealth Management
Wisconsin
– -$203K -1,858 Closed
SPWG
1717
Syntegra Private Wealth Group
Missouri
– -$203K -1,857 Closed
EW
1718
Element Wealth
Mississippi
– -$202K -1,847 Closed
RP
1719
Riverwater Partners
Wisconsin
– -$202K -1,847 Closed
SFG
1720
Stonebridge Financial Group
Pennsylvania
– -$114K -1,041 Closed
LRWM
1721
Lord & Richards Wealth Management
Colorado
– -$99.3K -909 Closed
RMP
1722
Richards, Merrill & Peterson
Washington
– -$90.9K -832 Closed
GFPC
1723
Global Financial Private Client
Florida
– -$71.6K -655 Closed
FFC
1724
First Financial Corp
Indiana
– -$51.9K -475 Closed
CCM
1725
Chilton Capital Management
Texas
– -$50.9K -466 Closed
67 68
69
70 71