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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 %
SWM
701
Spire Wealth Management
Virginia
$692K +$331K +683 +92%
AWM
702
Accel Wealth Management
Iowa
$689K +$3.87K +8 +0.6%
NS
703
NBC Securities
Alabama
$688K +$688K +1,422 +142,200%
FFA
704
Farther Finance Advisors
California
$685K +$259K +531 +61%
WCF
705
West Coast Financial
California
$682K – – –
EW
706
Elyxium Wealth
California
$681K +$681K +1,407 New
LWM
707
Lyell Wealth Management
California
$680K – – –
MWM
708
Mission Wealth Management
California
$678K -$2.91K -6 -0.4%
BHCM
709
Brevan Howard Capital Management
Jersey
$674K +$674K +1,392 New
SIM
710
Stratos Investment Management
Ohio
$674K +$211K +436 +46%
IAN
711
Integrated Advisors Network
Texas
$670K -$5.33K -11 -0.8%
CA
712
Crewe Advisors
Utah
$667K +$968 +2 +0.1%
COCM
713
Charter Oak Capital Management
New Hampshire
$667K +$4.84K +10 +0.7%
PA
714
Profund Advisors
Maryland
$666K -$60K -124 -8%
PA
715
Pinnacle Associates
New York
$665K +$10.2K +21 +2%
PCM
716
Pointe Capital Management
Michigan
$664K – – –
1W
717
1776 Wealth
Georgia
$660K -$15.5K -32 -2%
EB
718
Eastern Bank
Massachusetts
$660K -$15K -31 -2%
OPA
719
Old Port Advisors
Maine
$659K +$484 +1 +0.1%
CFP
720
Catalyst Financial Partners
Massachusetts
$650K +$968 +2 +0.1%
AWC
721
Abundance Wealth Counselors
Pennsylvania
$642K +$642K +1,327 New
IA
722
Insight Advisors
Pennsylvania
$637K -$12.1K -25 -2%
OTPPB
723
Ontario Teachers' Pension Plan Board
Ontario, Canada
$633K +$19.4K +40 +3%
PPWP
724
Premier Path Wealth Partners
New Jersey
$632K +$5.81K +12 +0.9%
AIM
725
Aigen Investment Management
New York
$630K +$630K +1,301 New
27 28
29
30 31