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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 %
NWM
726
Northcape Wealth Management
New York
$629K -$8.23K -17 -1%
GF
727
Gabelli Funds
New York
$629K – – –
STA
728
Summit Trail Advisors
New York
$629K +$188K +388 +43%
HFM
729
Harvest Fund Management
China
$625K -$540K -1,115 -46%
TC
730
TwinBeech Capital
New York
$625K -$7.68M -15,861 -92%
LA
731
Legacy Advisors
Pennsylvania
$623K +$23.7K +49 +4%
BAM
732
Berkshire Asset Management
Pennsylvania
$610K -$103K -210 -14%
FFN
733
Focus Financial Network
Minnesota
$609K – – –
PCH
734
PGIM Custom Harvest
New Jersey
$606K +$8.71K +18 +1%
FRM
735
Fox Run Management
Connecticut
$606K +$606K +1,251 New
YIH
736
Y-Intercept (HK)
Hong Kong
$603K -$1.07M -2,215 -64%
PP
737
Prudential plc
United Kingdom
$602K -$278K -574 -32%
PAM
738
Panagora Asset Management
Massachusetts
$601K +$1.94K +4 +0.3%
OLA
739
Oliver Luxxe Assets
New Jersey
$600K -$471K -972 -44%
SFS
740
Sowell Financial Services
Arkansas
$598K +$598K +1,236 New
SIA
741
Schechter Investment Advisors
Michigan
$598K -$81.4K -168 -12%
BCM
742
Becker Capital Management
Oregon
$593K -$21.8K -45 -4%
QI
743
Qtron Investments
Massachusetts
$591K -$563K -1,163 -49%
WSCM
744
Wellington Shields Capital Management
New York
$591K – – –
CI
745
Conning Inc
Connecticut
$588K -$31.4M -64,807 -98%
DJSG
746
D.J. St. Germain
Massachusetts
$587K -$104K -215 -15%
RFA
747
ROI Financial Advisors
Oregon
$584K +$90K +186 +18%
EA
748
Everpar Advisors
Oklahoma
$581K -$41.1K -85 -7%
WC
749
Weil Company
California
$581K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
750
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$581K +$581K +1,200 New
28 29
30
31 32