American Electric Power Co., Inc. (AEP) — Hedge Fund Ownership Q4 2025
AEP
- American Electric Power Co., Inc. (AEP) is held by 3 of 81 tracked hedge funds, with Matrix Asset Advisors (2%) and Icahn Capital (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest decreases in AEP holdings came from Dodge & Cox (-2%) and Matrix Asset Advisors (-3%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to American Electric Power Co., Inc. (AEP) by -2% vs the prior quarter and -18% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Matrix Asset Advisors David Katz
|
1.92% | 185K | -3.05% | -19.31% | $21.4M | $115.31 | — |
| 2 |
Icahn Capital
|
1.65% | 1.2M | — | — | $139.0M | $115.31 | — |
| 3 |
Dodge & Cox
|
0.58% | 9.3M | -1.90% | -19.29% | $1.08B | $115.31 | — |
| 3 | Total | — | 10.7M | -1.71% | -17.50% | $1.24B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.