11 hedge funds and family offices disclose a AEP position in their latest SEC 13F filing — combined $283.7M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Carl Icahn | Icahn Carl C | 1,205,300 | $139.0M | 1.65% | 2025-12-31 |
| 2 | George Soros | Soros Fund Management LLC | 878,960 | $96.0M | 1.71% | 2025-03-31 |
| 3 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 185,281 | $21.4M | 1.92% | 2025-12-31 |
| 4 | Ray Dalio | Bridgewater Associates LP | 167,136 | $15.9M | 0.09% | 2022-12-31 |
| 5 | Stanley Druckenmiller | Duquesne Family Office LLC | 160,200 | $10.6M | 0.97% | 2016-03-31 |
| 6 | Lee Ainslie | Maverick Capital Ltd | 3,658 | $297K | 0.01% | 2023-12-31 |
| 7 | Bruce Berkowitz | Fairholme Capital Management LLC | 4,500 | $208K | 0.04% | 2001-06-30 |
| 8 | Mairs & Power | Mairs & Power Inc | 2,268 | $206K | 0.00% | 2023-03-31 |
| 9 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 211 | $24K | 0.00% | 2025-12-31 |
| 10 | Mark Hillman | Hillman Capital Management Inc | 606,109 | $20K | 4.70% | 2010-06-30 |
| 11 | Thomas Russo | Gardner Russo & Quinn LLC | 102 | $5K | 0.00% | 1999-03-31 |
As of the latest 13F window, 11 tracked superinvestors hold AEP. The largest disclosed position is Carl Icahn at $139.0M (1.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying AEP, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
