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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
CGL
701
Clarius Group LLC
Washington
$700K -$554K -1,122 -46%
1W
702
1776 Wealth
Georgia
$699K -$26.7K -54 -4%
SWP
703
Sagespring Wealth Partners
Tennessee
$694K +$83.5K +169 +15%
NWM
704
Northcape Wealth Management
New York
$694K
IA
705
Insight Advisors
Pennsylvania
$691K -$9.88K -20 -2%
PI
706
PFG Investments
New York
$691K -$68.7K -139 -10%
CIA
707
Concurrent Investment Advisors
Florida
$691K +$310K +627 +94%
MMA
708
Miracle Mile Advisors
California
$682K -$104K -211 -14%
TCA
709
Trifecta Capital Advisors
Illinois
$677K +$575K +1,163 +1,108%
MWM
710
Modera Wealth Management
New Jersey
$675K +$79.1K +160 +14%
EB
711
Eastern Bank
Massachusetts
$673K -$51.4K -104 -8%
Wellington Management Group
712
Wellington Management Group
Massachusetts
$668K +$619K +1,252 New
MAM
713
McLean Asset Management
Virginia
$668K +$12.8K +26 +2%
FFN
714
Focus Financial Network
Minnesota
$667K -$4.45K -9 -0.7%
PA
715
Pinnacle Associates
New York
$664K -$63.7K -129 -9%
DS
716
DRW Securities
Illinois
$661K +$612K +1,239 New
SFS
717
Sowell Financial Services
Arkansas
$661K +$1.48K +3 +0.2%
PCH
718
PGIM Custom Harvest
New Jersey
$659K -$8.4K -17 -1%
OLA
719
Oliver Luxxe Assets
New Jersey
$656K -$4.94K -10 -0.8%
KCM
720
Kathmere Capital Management
Pennsylvania
$655K +$250K +506 +70%
PFPT
721
Pinnacle Financial Partners (Tennessee)
Tennessee
$654K +$106K +214 +21%
BCM
722
Becker Capital Management
Oregon
$654K
PAM
723
Panagora Asset Management
Massachusetts
$654K -$8.4K -17 -1%
PFBT
724
Parkside Financial Bank & Trust
Missouri
$653K +$101K +204 +20%
MA
725
MJP Associates
Connecticut
$653K +$107K +217 +22%

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.