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Ameriprise Financial
AMP

Overview Fund Activity

1,339 hedge funds and large institutions have $42.9B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 458 increasing their positions, 498 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,339
Holders Change
-10
Holders Change %
-0.74%
% of All Funds
17.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
118
Increased
458
Reduced
498
Closed
99
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.35B
2
Millennium Management
Millennium Management
New York
$133M
3
Barclays
Barclays
United Kingdom
$206M
4
Federated Hermes
Federated Hermes
Pennsylvania
$399M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$262M

Top Sellers

1
UBS AM
UBS AM
Illinois
$646M
2
Aristotle Capital Management
Aristotle Capital Management
California
$1.36B
3
AM
AGF Management
Ontario, Canada
$0
4
AI
Axiom Investors
Connecticut
$5.54M
5
First Trust Advisors
First Trust Advisors
Illinois
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFM
451
Eley Financial Management
Vermont
$2.28M -$5.34K -10 -0.2%
SAM
452
Shell Asset Management
Netherlands
$2.28M +$581K +1,088 +34%
BDLIB
453
Banque de Luxembourg Investments (BLI)
Luxembourg
$2.27M +$2.27M +4,300 New
PFM
454
Patton Fund Management
Texas
$2.26M -$1.54M -2,889 -41%
GF
455
Gabelli Funds
New York
$2.25M +$1.56M +2,922 +225%
UCFA
456
United Capital Financial Advisors
Texas
$2.24M -$19.2K -36 -0.9%
GRP
457
Global Retirement Partners
California
$2.23M +$2.23M +4,181 New
GCP
458
GSA Capital Partners
United Kingdom
$2.2M +$871K +1,631 +65%
XT
459
XTX Topco
Cayman Islands
$2.19M +$1.24M +2,328 +130%
LTAS
460
Linden Thomas Advisory Services
North Carolina
$2.19M +$10.7K +20 +0.5%
ZF
461
Zhang Financial
Michigan
$2.19M -$171K -320 -7%
TA
462
TruWealth Advisors
Louisiana
$2.17M -$71.5K -134 -3%
PIM
463
Plato Investment Management
Australia
$2.15M -$916K -1,723 -30%
SW
464
SVB Wealth
Massachusetts
$2.14M -$1.2M -2,245 -36%
PGCM
465
Prescott Group Capital Management
Oklahoma
$2.13M – – –
CA
466
Clearstead Advisors
Ohio
$2.1M +$72.1K +135 +4%
FTWA
467
Fifth Third Wealth Advisors
Ohio
$2.09M -$48.6K -91 -2%
LNWWM
468
Laird Norton Wetherby Wealth Management
California
$2.09M +$2.09M +3,919 New
CP
469
Covenant Partners
Tennessee
$2.07M – – –
MCM
470
Manchester Capital Management
Vermont
$2.07M -$56.6K -106 -3%
TIAAOA
471
Teachers Insurance & Annuity Association of America
New York
$2.07M – – –
JCM
472
Jacobi Capital Management
Pennsylvania
$2.06M +$70.5K +132 +4%
CB
473
CNB Bank
Pennsylvania
$2.05M -$119K -223 -5%
HWM
474
HB Wealth Management
Georgia
$2.04M -$413K -773 -17%
CFB
475
Cullen/Frost Bankers
Texas
$2.04M -$490K -918 -19%
17 18
19
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