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Ameriprise Financial

1,361 hedge funds and large institutions have $43B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 464 increasing their positions, 504 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $81.5M | Put options by funds: $55.2M

14% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 105

7% more capital invested

Capital invested by funds: $40.3B → $43B (+$2.72B)

0% less funds holding

Funds holding: 1,3661,361 (-5)

8% less repeat investments, than reductions

Existing positions increased: 464 | Existing positions reduced: 504

2.33% less ownership

Funds ownership: 87.03%84.7% (-2.3%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,361
Holders Change
-5
Holders Change %
-0.37%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
120
Increased
464
Reduced
504
Closed
105
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
301
Legacy Private Trust
Wisconsin
$6.1M -$185K -375 -3%
BF
302
BOK Financial
Oklahoma
$6.06M +$48.9K +99 +0.9%
SMDAM
303
Sumitomo Mitsui DS Asset Management
Japan
$6.05M +$45.5K +92 +0.8%
AAIM
304
American Assets Investment Management
California
$6M
AC
305
Arjuna Capital
North Carolina
$5.87M -$280K -567 -5%
NP
306
NorthRock Partners
Minnesota
$5.85M +$443K +897 +9%
EP
307
Edgestream Partners
New Jersey
$5.82M +$4.83M +9,766 +861%
Bank of Nova Scotia
308
Bank of Nova Scotia
Ontario, Canada
$5.78M -$9.03M -18,275 -63%
VT
309
Vise Technologies
New York
$5.74M +$5.31M +10,754 New
GI
310
GAMCO Investors
Connecticut
$5.71M +$310K +627 +6%
RCIM
311
Red Cedar Investment Management
Michigan
$5.62M
AI
312
Axiom Investors
Connecticut
$5.54M -$116M -235,485 -96%
AUB
313
Atlantic Union Bankshares
Virginia
$5.54M +$167K +339 +3%
HWM
314
Hohimer Wealth Management
Washington
$5.51M -$19.8K -40 -0.4%
OAM
315
OP Asset Management
$5.51M -$82.5K -167 -2%
WP
316
Woodline Partners
California
$5.5M -$31.2M -63,231 -86%
KCM
317
Kerusso Capital Management
North Carolina
$5.48M +$2.47K +5 +0%
CGH
318
Crossmark Global Holdings
Texas
$5.39M +$106K +214 +2%
BFG
319
Birch Financial Group
New Hampshire
$5.37M +$15.8K +32 +0.3%
SWA
320
SOA Wealth Advisors
New York
$5.35M +$92.4K +187 +2%
KAS
321
Kestra Advisory Services
Texas
$5.3M +$333K +673 +7%
ASN
322
Advisory Services Network
Georgia
$5.21M +$621K +1,257 +14%
TWC
323
TD Waterhouse Canada
Ontario, Canada
$5.2M +$451K +913 +10%
BWM
324
Bulltick Wealth Management
Florida
$5.19M
AI
325
Atria Investments
North Carolina
$5.16M -$644K -1,303 -12%

AMP Hedge Fund Activity: Q2 2025 in Review

1,361 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2025, worth a combined $43B — up 6.7% from $40.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AMP positions and 105 closed out — a net gain of 15 holders — while 464 added to existing stakes and 504 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $220M. The largest seller was UBS AM, cutting an estimated $511M.

  • 1,361 institutional investors held Ameriprise Financial (AMP) as of Q2 2025, down from 1,366 in Q1 2025.
  • Funds reported $43B of Ameriprise Financial stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 120 funds opened new Ameriprise Financial positions in Q2 2025 and 105 closed out, a net change of +15 holders.
  • The largest Ameriprise Financial buyer in Q2 2025 was JP Morgan Chase, an estimated $220M added.
  • The largest Ameriprise Financial seller in Q2 2025 was UBS AM, an estimated $511M sold.

Based on aggregated 13F filings for Q2 2025.