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Ameriprise Financial
AMP

Overview Fund Activity

1,350 hedge funds and large institutions have $39.6B invested in Ameriprise Financial in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 485 increasing their positions, 480 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
-26
Holders Change %
-1.89%
% of All Funds
18.33%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.26%
New
112
Increased
485
Reduced
480
Closed
112
Calls
$110M
Puts
$65.4M
Net Calls
+$44.1M
Net Calls Change
-$12.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$495M
2
UBS AM
UBS AM
Illinois
+$386M
3
BlackRock
BlackRock
New York
+$153M
4
Goldman Sachs
Goldman Sachs
New York
+$120M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$89.3M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$106M
2
A
AustralianSuper
Australia
-$105M
3
LSV Asset Management
LSV Asset Management
Illinois
-$97.5M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$96M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$72.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
376
FineMark National Bank & Trust
Florida
$3.4M +$13.6K +28 +0.4%
SF
377
Summit Financial
New Jersey
$3.36M +$920K +1,900 +38%
CAM
378
Carret Asset Management
New York
$3.35M -$36.3K -75 -1%
TC
379
TownSquare Capital
Utah
$3.32M +$7.75K +16 +0.2%
QP
380
Quartz Partners
New York
$3.32M +$404K +834 +14%
RCM
381
Radnor Capital Management
Pennsylvania
$3.31M – – –
CAM
382
Cresset Asset Management
Illinois
$3.26M -$939K -1,940 -22%
GDP
383
Great Diamond Partners
Maine
$3.25M -$124K -256 -4%
NIM
384
NEOS Investment Management
Connecticut
$3.22M +$606K +1,252 +23%
KRS
385
Kentucky Retirement Systems
Kentucky
$3.18M -$86.7K -179 -3%
PA
386
Procyon Advisors
Connecticut
$3.17M +$177K +366 +6%
NAM
387
NorthCrest Asset Manangement
Minnesota
$3.17M +$112K +232 +4%
NHT
388
New Hampshire Trust
New Hampshire
$3.15M -$228K -471 -7%
OTL
389
Oak Thistle LLC
New York
$3.1M +$3.1M +6,394 New
MPA
390
Marvin & Palmer Associates
Delaware
$3.09M -$3.57M -7,365 -54%
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$3.08M +$888K +1,833 +41%
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$3.05M +$165K +340 +6%
FC
393
FORA Capital
Florida
$3.03M -$2.79M -5,763 -48%
SW
394
SVB Wealth
Massachusetts
$3.03M -$872K -1,801 -22%
FM
395
Family Management
New York
$3M -$484 -1 -0%
Connor, Clark & Lunn Investment Management (CC&L)
396
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.92M +$2.92M +6,028 New
EF
397
Empowered Funds
Pennsylvania
$2.92M +$307K +634 +12%
ACP
398
Aviance Capital Partners
Florida
$2.9M -$48.4K -100 -2%
QC
399
Quadrature Capital
United Kingdom
$2.9M +$2.65M +5,479 +1,058%
LIM
400
Loudon Investment Management
New Hampshire
$2.9M – – –
14 15
16
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