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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
BAM
676
Belpointe Asset Management
Nevada
$779K -$63.2K -128 -8%
EW
677
Elyxium Wealth
California
$777K +$24.2K +49 +3%
RBI
678
Raiffeisen Bank International
Austria
$777K -$2.84M -5,751 -79%
AWM
679
Accel Wealth Management
Iowa
$773K +$12.8K +26 +2%
WS
680
Wedbush Securities
California
$763K -$24.2K -49 -3%
DWA
681
Douglass Winthrop Advisors
New York
$762K -$21.2K -43 -3%
NS
682
NBC Securities
Alabama
$760K +$988 +2 +0.1%
SCA
683
Strathmore Capital Advisors
North Carolina
$751K +$688K +1,393 New
LWM
684
Lyell Wealth Management
California
$749K
MWM
685
Mission Wealth Management
California
$746K -$1.48K -3 -0.2%
SMA
686
Sage Mountain Advisors
Georgia
$745K -$20.3K -41 -3%
OPA
687
Old Port Advisors
Maine
$737K +$9.88K +20 +1%
CL
688
CSS LLC
Illinois
$737K -$148K -300 -18%
CA
689
Crewe Advisors
Utah
$734K -$988 -2 -0.1%
PCM
690
Pointe Capital Management
Michigan
$732K
EWA
691
EverSource Wealth Advisors
Alabama
$731K +$112K +226 +20%
AO
692
Advisor OS
Illinois
$730K +$93.4K +189 +16%
KP
693
Keel Point
Alabama
$719K +$125K +252 +23%
COCM
694
Charter Oak Capital Management
New Hampshire
$718K -$16.3K -33 -2%
CFP
695
Catalyst Financial Partners
Massachusetts
$717K +$494 +1 +0.1%
PA
696
Profund Advisors
Maryland
$716K -$16.8K -34 -2%
RFA
697
ROI Financial Advisors
Oregon
$716K +$66.2K +134 +11%
PPWP
698
Premier Path Wealth Partners
New Jersey
$713K +$15.3K +31 +2%
FC
699
FORA Capital
Florida
$706K -$2.44M -4,932 -79%
BAM
700
Berkshire Asset Management
Pennsylvania
$706K +$37.1K +75 +6%

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.