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Ameriprise Financial

1,362 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, 465 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: 1,3671,362 (-5)

8% less repeat investments, than reductions

Existing positions increased: 465 | 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
1,362
Holders Change
-5
Holders Change %
-0.37%
% of All Funds
17.93%
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
465
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
SW
601
Simplicity Wealth
New Jersey
$1.09M +$527K +1,067 +109%
AAM
602
Advisors Asset Management
Colorado
$1.08M +$44K +89 +5%
RRA
603
Round Rock Advisors
Connecticut
$1.08M -$1.48K -3 -0.1%
HCA
604
Harbor Capital Advisors
Illinois
$1.06M -$6.42K -13 -0.7%
ECM
605
Evergreen Capital Management
Washington
$1.05M -$10.9K -22 -1%
UAML
606
US Asset Management LLC
Pennsylvania
$1.05M -$1.48K -3 -0.2%
AWM
607
AE Wealth Management
Kansas
$1.04M +$44K +89 +5%
AC
608
AlphaCore Capital
California
$1.03M +$79.5K +161 +9%
CRC
609
Curi RMB Capital
Illinois
$1.02M +$948K +1,918 New
SC
610
Syon Capital
California
$1.02M +$67.7K +137 +8%
GAM
611
Gotham Asset Management
New York
$1.02M -$494 -1 -0.1%
WWM
612
Whalen Wealth Management
Nevada
$1.02M +$942K +1,907 New
WA
613
Waverly Advisors
Alabama
$1.01M +$81K +164 +9%
OTPPB
614
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.01M +$289K +585 +45%
HI
615
Horizon Investments
North Carolina
$1.01M +$122K +246 +15%
FC
616
Farringdon Capital
United Kingdom
$1M -$270K -546 -23%
PP
617
Prudential plc
United Kingdom
$1M +$312K +632 +51%
FCBT
618
First Citizens Bank & Trust
North Carolina
$1,000K +$7.91K +16 +0.9%
MGIA
619
Moneta Group Investment Advisors
Missouri
$998K +$76.1K +154 +9%
IAS
620
Insigneo Advisory Services
Florida
$990K -$2.47K -5 -0.3%
QC
621
Quent Capital
New York
$989K -$10.4K -21 -1%
TCA
622
Transcend Capital Advisors
New Jersey
$989K +$171K +347 +23%
RWM
623
Ritholtz Wealth Management
New York
$984K +$40.5K +82 +5%
SCA
624
Snowden Capital Advisors
New York
$981K -$73.6K -149 -7%
Dodge & Cox
625
Dodge & Cox
California
$975K

AMP Hedge Fund Activity: Q2 2025 in Review

1,362 of the 7,596 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 465 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.

  • 1,362 institutional investors held Ameriprise Financial (AMP) as of Q2 2025, down from 1,367 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.