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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
CCB
1701
Cutter & Co Brokerage
Missouri
-$309K -2,830 Closed
TFS
1702
Thoroughbred Financial Services
Tennessee
-$306K -2,806 Closed
SWA
1703
SFMG Wealth Advisors
Texas
-$306K -2,802 Closed
MBTD
1704
Mechanics Bank - Trust Department
California
-$304K -2,779 Closed
AIA
1705
AssuredPartners Investment Advisors
Florida
-$301K -2,753 Closed
PTC
1706
Petrus Trust Company
Texas
-$299K -2,732 Closed
ARC
1707
Advisor Resource Council
Texas
-$251K -2,707 Closed
FA
1708
FSA Advisors
Michigan
-$285K -2,611 Closed
GS
1709
GWN Securities
Florida
-$276K -2,523 Closed
HL
1710
HeadInvest LLC
Maine
-$253K -2,311 Closed
GLA
1711
Great Lakes Advisors
Illinois
-$248K -2,269 Closed
MFG
1712
Magnus Financial Group
New York
-$243K -2,222 Closed
QAM
1713
Q3 Asset Management
Michigan
-$240K -2,198 Closed
SFG
1714
SevenBridge Financial Group
Pennsylvania
-$221K -2,189 Closed
Optiver Holding
1715
Optiver Holding
Netherlands
-$235K -2,149 Closed
VCP
1716
Vista Capital Partners
Oregon
-$225K -2,058 Closed
LCM
1717
LVM Capital Management
Michigan
-$222K -2,033 Closed
GWMI
1718
Guardian Wealth Management (Illinois)
Illinois
-$222K -2,032 Closed
PFG
1719
Prosperity Financial Group
California
-$221K -2,023 Closed
WAM
1720
WealthTrust Asset Management
Florida
-$221K -2,020 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1721
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$219K -2,007 Closed
TWM
1722
Tradition Wealth Management
Minnesota
-$215K -1,968 Closed
OWA
1723
Octavia Wealth Advisors
Ohio
-$214K -1,962 Closed
PCA
1724
Pallas Capital Advisors
Massachusetts
-$214K -1,954 Closed
RZH
1725
Relyea Zuckerberg Hanson
Connecticut
-$212K -1,940 Closed

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.