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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
BMSSC
451
B. Metzler seel. Sohn & Co
Germany
$2.32M +$186K +376 +9%
PIM
452
Penobscot Investment Management
Massachusetts
$2.32M +$57.3K +116 +3%
PA
453
Parallel Advisors
California
$2.31M -$37.1K -75 -2%
CCM
454
Coldstream Capital Management
Washington
$2.31M +$22.2K +45 +1%
WCBA
455
Weaver C. Barksdale & Associates
Tennessee
$2.3M -$17.8K -36 -0.8%
AIM
456
Achmea Investment Management
Netherlands
$2.3M -$10.3M -20,865 -83%
EFM
457
Eley Financial Management
Vermont
$2.28M -$4.94K -10 -0.2%
SAM
458
Shell Asset Management
Netherlands
$2.28M +$538K +1,088 +34%
BDLIB
459
Banque de Luxembourg Investments (BLI)
Luxembourg
$2.27M +$2.12M +4,300 New
PFM
460
Patton Fund Management
Texas
$2.26M -$1.43M -2,889 -41%
GF
461
Gabelli Funds
New York
$2.25M +$1.44M +2,922 +225%
UCFA
462
United Capital Financial Advisors
Texas
$2.24M -$17.8K -36 -0.9%
GRP
463
Global Retirement Partners
California
$2.23M +$2.07M +4,181 New
CT
464
Caldwell Trust
Florida
$2.21M -$30.1K -61 -1%
GCP
465
GSA Capital Partners
United Kingdom
$2.2M +$806K +1,631 +65%
XT
466
XTX Topco
Cayman Islands
$2.19M +$1.15M +2,328 +130%
LTAS
467
Linden Thomas Advisory Services
North Carolina
$2.19M +$9.88K +20 +0.5%
ZF
468
Zhang Financial
Michigan
$2.19M -$158K -320 -7%
TA
469
TruWealth Advisors
Louisiana
$2.17M -$66.2K -134 -3%
PIM
470
Plato Investment Management
Australia
$2.15M -$851K -1,723 -30%
SW
471
SVB Wealth
Massachusetts
$2.14M -$1.11M -2,245 -36%
PGCM
472
Prescott Group Capital Management
Oklahoma
$2.13M
CA
473
Clearstead Advisors
Ohio
$2.1M +$66.7K +135 +4%
FTWA
474
Fifth Third Wealth Advisors
Ohio
$2.09M -$45K -91 -2%
LNWWM
475
Laird Norton Wetherby Wealth Management
California
$2.09M +$1.94M +3,919 New

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.