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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 %
TCOV
526
Trust Company of Vermont
Vermont
$1.62M +$10.1K +19 +0.6%
GCM
527
Graham Capital Management
Connecticut
$1.61M -$1.48M -2,773 -48%
CIC
528
Chase Investment Counsel
Virginia
$1.6M – – –
CC
529
Courier Capital
New York
$1.6M – – –
TIAA Trust, National Association
530
TIAA Trust, National Association
North Carolina
$1.6M +$38.4K +72 +2%
NW
531
NewEdge Wealth
Pennsylvania
$1.59M -$87.7K -176 -5%
VIA
532
Virtus Investment Advisers
Connecticut
$1.59M +$260K +487 +20%
HAG
533
HighPoint Advisor Group
Illinois
$1.56M +$47K +88 +3%
SCA
534
Sandy Cove Advisors
Massachusetts
$1.56M +$2.67K +5 +0.2%
KWM
535
Kingsview Wealth Management
Oregon
$1.55M +$10.1K +19 +0.7%
MKA
536
M. Kulyk & Associates
Georgia
$1.53M – – –
MGWM
537
Marks Group Wealth Management
Minnesota
$1.53M – – –
LA
538
LBP AM
France
$1.53M -$172K -322 -10%
ONST
539
Old North State Trust
North Carolina
$1.53M +$216K +404 +16%
SAM
540
Smartleaf Asset Management
Massachusetts
$1.53M +$126K +239 +9%
WI
541
WBI Investments
New Jersey
$1.52M +$1.14M +2,133 +300%
4WM
542
44 Wealth Management
Oregon
$1.52M -$13.3K -25 -0.9%
FPL
543
Fortress Private Ledger
North Carolina
$1.52M -$46.4K -87 -3%
NWAG
544
Net Worth Advisory Group
Utah
$1.47M -$45.9K -86 -3%
BPA
545
Beacon Pointe Advisors
California
$1.47M -$179K -335 -11%
Jones Financial Companies
546
Jones Financial Companies
Missouri
$1.45M +$296K +559 +26%
RAM
547
Ramirez Asset Management
New York
$1.45M – – –
Fayez Sarofim & Co
548
Fayez Sarofim & Co
Texas
$1.45M – – –
LGA
549
Lebenthal Global Advisors
New York
$1.44M +$77.4K +145 +6%
OIA
550
OneDigital Investment Advisors
Kansas
$1.44M -$534 -1 -0%
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