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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
RB
1726
Rodgers Brothers
Pennsylvania
-$212K -1,936 Closed
DA
1727
Dover Advisors
Virginia
-$210K -1,925 Closed
NF
1728
Nikulski Financial
Iowa
-$210K -1,925 Closed
PWP
1729
Phillips Wealth Planners
Mississippi
-$201K -1,921 Closed
AF
1730
Apexium Financial
Texas
-$207K -1,891 Closed
LW
1731
Linscomb Wealth
Texas
-$206K -1,889 Closed
TWA
1732
TCI Wealth Advisors
Arizona
-$206K -1,883 Closed
WA
1733
Wealth Architects
California
-$206K -1,881 Closed
SFG
1734
Seamount Financial Group
Colorado
-$205K -1,877 Closed
RSWM
1735
Robertson Stephens Wealth Management
California
-$205K -1,874 Closed
First Manhattan
1736
First Manhattan
New York
-$204K -1,871 Closed
TSWM
1737
Tyler-Stone Wealth Management
Ohio
-$204K -1,866 Closed
LAM
1738
Longboard Asset Management
Arizona
-$203K -1,862 Closed
LSIA
1739
LaSalle St. Investment Advisors
Illinois
-$203K -1,859 Closed
BTWM
1740
Baker Tilly Wealth Management
Wisconsin
-$203K -1,858 Closed
SPWG
1741
Syntegra Private Wealth Group
Missouri
-$203K -1,857 Closed
EW
1742
Element Wealth
Mississippi
-$202K -1,847 Closed
RP
1743
Riverwater Partners
Wisconsin
-$202K -1,847 Closed
SFGP
1744
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$114K -1,041 Closed
FAM
1745
Flaharty Asset Management
Florida
-$101K -925 Closed
LRWM
1746
Lord & Richards Wealth Management
Colorado
-$99.3K -909 Closed
RMP
1747
Richards, Merrill & Peterson
Washington
-$90.9K -832 Closed
GFPC
1748
Global Financial Private Client
Florida
-$71.6K -655 Closed
LWANC
1749
Laurel Wealth Advisors (North Carolina)
North Carolina
-$56.7K -519 Closed
FFC
1750
First Financial Corp
Indiana
-$51.9K -475 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.