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Ameriprise Financial
AMP

Overview Fund Activity

1,350 hedge funds and large institutions have $39.6B invested in Ameriprise Financial in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 485 increasing their positions, 480 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
-26
Holders Change %
-1.89%
% of All Funds
18.33%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.26%
New
112
Increased
485
Reduced
480
Closed
112
Calls
$110M
Puts
$65.4M
Net Calls
+$44.1M
Net Calls Change
-$12.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$495M
2
UBS AM
UBS AM
Illinois
+$386M
3
BlackRock
BlackRock
New York
+$153M
4
Goldman Sachs
Goldman Sachs
New York
+$120M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$89.3M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$106M
2
A
AustralianSuper
Australia
-$105M
3
LSV Asset Management
LSV Asset Management
Illinois
-$97.5M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$96M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$72.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
676
Empirical Asset Management
Massachusetts
$750K -$3.25M -6,721 -81%
NG
677
Norden Group
Utah
$750K -$1.45K -3 -0.2%
LP
678
LMR Partners
United Kingdom
$748K – – –
WAM
679
WealthTrust Asset Management
Florida
$746K +$4.84K +10 +0.7%
ECM
680
Everence Capital Management
Indiana
$746K – – –
LFG
681
Larson Financial Group
Missouri
$737K +$135K +279 +22%
SCA
682
Stokes Capital Advisors
South Carolina
$735K +$5.33K +11 +0.7%
PCIA
683
Prime Capital Investment Advisors
Kansas
$734K +$426K +880 +138%
TCA
684
Transcend Capital Advisors
New Jersey
$729K +$38.7K +80 +6%
NEWAS
685
N.E.W. Advisory Services
Wisconsin
$725K +$363K +749 +100%
GAM
686
Guinness Asset Management
United Kingdom
$724K -$73.6K -152 -9%
RG
687
Rathbones Group
United Kingdom
$724K – – –
MYAM
688
Meiji Yasuda Asset Management
Japan
$723K -$474K -980 -40%
PCA
689
Pallas Capital Advisors
Massachusetts
$722K +$722K +1,492 New
MMA
690
Miracle Mile Advisors
California
$721K +$205K +424 +40%
FFM
691
Forum Financial Management
Illinois
$719K +$484 +1 +0.1%
WS
692
Wedbush Securities
California
$716K +$44.5K +92 +7%
PWAM
693
Private Wealth Asset Management
Iowa
$716K +$716K +1,478 New
DWA
694
Douglass Winthrop Advisors
New York
$712K -$238K -491 -25%
GC
695
Grimes & Company
Massachusetts
$712K -$3.39K -7 -0.5%
BWP
696
Burling Wealth Partners
Illinois
$711K -$200K -413 -22%
AT
697
Arlington Trust
Alabama
$711K +$80.4K +166 +13%
PI
698
Pettee Investors
Connecticut
$702K -$339K -700 -33%
SMA
699
Sage Mountain Advisors
Georgia
$696K -$2.9K -6 -0.4%
PI
700
PFG Investments
New York
$694K +$123K +255 +22%
26 27
28
29 30