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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
FPL
551
Fortress Private Ledger
North Carolina
$1.52M -$43K -87 -3%
NWAG
552
Net Worth Advisory Group
Utah
$1.47M -$42.5K -86 -3%
BPA
553
Beacon Pointe Advisors
California
$1.47M -$166K -335 -11%
HPC
554
HM Payson & Co
Maine
$1.46M +$16.3K +33 +1%
Jones Financial Companies
555
Jones Financial Companies
Missouri
$1.45M +$276K +559 +26%
RAM
556
Ramirez Asset Management
New York
$1.45M
Fayez Sarofim & Co
557
Fayez Sarofim & Co
Texas
$1.45M
LGA
558
Lebenthal Global Advisors
New York
$1.44M +$71.6K +145 +6%
OIA
559
OneDigital Investment Advisors
Kansas
$1.44M -$494 -1 -0%
OC
560
Oppenheimer & Co
New York
$1.44M -$155K -314 -10%
GL
561
Graypoint LLC
New York
$1.44M +$91.4K +185 +7%
ACP
562
Argyle Capital Partners
California
$1.43M
GT
563
Greenleaf Trust
Michigan
$1.43M -$1.12M -2,270 -46%
CI
564
Cavalier Investments
Georgia
$1.42M -$22.7K -46 -2%
VBFG
565
Vishria Bird Financial Group
Tennessee
$1.4M +$224K +454 +21%
KRSITF
566
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.4M -$89.9K -182 -7%
S
567
SignatureFD
Georgia
$1.39M +$16.8K +34 +1%
GCM
568
Gator Capital Management
Florida
$1.39M
BFA
569
Brendel Financial Advisors
New Hampshire
$1.36M
WC
570
Westerkirk Capital
$1.35M +$1.25M +2,528 New
C
571
Certuity
Florida
$1.34M -$12.8K -26 -1%
EWM
572
EPG Wealth Management
Georgia
$1.34M +$33.1K +67 +3%
CF
573
Copperwynd Financial
Arizona
$1.34M -$13.8K -28 -1%
VRM
574
Vectors Research Management
New York
$1.32M
AssetMark Inc
575
AssetMark Inc
California
$1.3M +$333K +673 +38%

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.