We are live on ! Find out more
AEP icon

American Electric Power

1,668 hedge funds and large institutions have $48.1B invested in American Electric Power in 2025 Q1 according to their latest regulatory filings, with 243 funds opening new positions, 682 increasing their positions, 476 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 73

170% more funds holding in top 10

Funds holding in top 10: 1027 (+17)

129% more call options, than puts

Call options by funds: $494M | Put options by funds: $216M

43% more repeat investments, than reductions

Existing positions increased: 682 | Existing positions reduced: 476

23% more capital invested

Capital invested by funds: $39B → $48.1B (+$9.13B)

9% more funds holding

Funds holding: 1,5241,668 (+144)

2.58% more ownership

Funds ownership: 76.99%79.57% (+2.6%)

Holders
1,668
Holders Change
+144
Holders Change %
+9.45%
% of All Funds
22.37%
Holding in Top 10
27
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+170%
% of All Funds
0.36%
New
243
Increased
682
Reduced
476
Closed
73
Calls
$494M
Puts
$216M
Net Calls
+$278M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Change in
Stake
LWL
1701
Leo Wealth LLC
Texas
-$375K -4,069 Closed
VWMG
1702
Virginia Wealth Management Group
Virginia
-$373K -4,049 Closed
EWM
1703
Evercore Wealth Management
New York
-$361K -3,918 Closed
GCP
1704
Garda Capital Partners
Minnesota
-$338K -3,337 Closed
AIA
1705
Angeles Investment Advisors
California
-$296K -3,208 Closed
OFS
1706
Orrstown Financial Services
Pennsylvania
-$264K -2,857 Closed
I
1707
InceptionR
California
-$260K -2,823 Closed
SF
1708
Symphony Financial
Texas
-$267K -2,725 Closed
MA
1709
MONECO Advisors
Connecticut
-$234K -2,538 Closed
EFL
1710
ERn Financial LLC
Wisconsin
-$234K -2,535 Closed
YLHM
1711
Yelin Lapidot Holdings Management
Israel
-$211K -2,288 Closed
MWS
1712
MFA Wealth Services
California
-$210K -2,277 Closed
DC
1713
Diametric Capital
Massachusetts
-$208K -2,259 Closed
MWP
1714
Meriwether Wealth & Planning
Louisiana
-$207K -2,241 Closed
VEA
1715
Virtus ETF Advisers
New York
-$160K -1,731 Closed
AWM
1716
Avior Wealth Management
Nebraska
-$120K -1,303 Closed
CJL
1717
Cyrus J. Lawrence
New York
-$69K -756 Closed
VHAM
1718
Van Hulzen Asset Management
California
-$69.3K -752 Closed
AFM
1719
Aspetuck Financial Management
Connecticut
-$50.7K -550 Closed
CFG
1720
CKW Financial Group
Hawaii
-$51K -550 Closed
DRP
1721
Decker Retirement Planning
Utah
-$49.3K -535 Closed
WCM
1722
Winthrop Capital Management
Indiana
-$48K -520 Closed
CIAM
1723
Caitong International Asset Management
Hong Kong
-$42.9K -465 Closed
LDB
1724
Lee, Danner & Bass
Tennessee
-$37.7K -409 Closed
CAS
1725
Coppell Advisory Solutions
Texas
-$34.1K -370 Closed

AEP Hedge Fund Activity: Q1 2025 in Review

1,668 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2025, worth a combined $48.1B — up 23% from $39B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new AEP positions and 73 closed out — a net gain of 170 holders — while 682 added to existing stakes and 476 trimmed.

The largest buyer was GQG Partners, adding an estimated $463M. The largest seller was Janus Henderson Group, cutting an estimated $246M.

  • 1,668 institutional investors held American Electric Power (AEP) as of Q1 2025, up from 1,524 in Q4 2024.
  • Funds reported $48.1B of American Electric Power stock for Q1 2025, up 23% quarter-over-quarter.
  • 243 funds opened new American Electric Power positions in Q1 2025 and 73 closed out, a net change of +170 holders.
  • The largest American Electric Power buyer in Q1 2025 was GQG Partners, an estimated $463M added.
  • The largest American Electric Power seller in Q1 2025 was Janus Henderson Group, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2025.