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Ameriprise Financial

1,361 hedge funds and large institutions have $39B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 439 increasing their positions, 486 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $114M | Put options by funds: $61M

17% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 106

0% more funds holding

Funds holding: 1,3611,361 (0)

0.35% less ownership

Funds ownership: 84.7%84.34% (-0.35%)

10% less repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 486

9% less capital invested

Capital invested by funds: $43B → $39B (-$3.99B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,361
Holders Change
Holders Change %
0%
% of All Funds
17.86%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
124
Increased
439
Reduced
486
Closed
106
Calls
$114M
Puts
$61M
Net Calls
+$52.8M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
726
Premier Path Wealth Partners
New Jersey
$656K -$513 -1 -0.1%
OLA
727
Oliver Luxxe Assets
New Jersey
$655K +$52.8K +103 +8%
COCM
728
Charter Oak Capital Management
New Hampshire
$653K -$8.2K -16 -1%
AO
729
Advisor OS
Illinois
$651K -$21K -41 -3%
CIA
730
Concurrent Investment Advisors
Florida
$650K +$14.4K +28 +2%
EB
731
Eastern Bank
Massachusetts
$647K +$29.2K +57 +5%
PA
732
Pinnacle Associates
New York
$645K +$34.9K +68 +5%
BAM
733
Berkshire Asset Management
Pennsylvania
$645K -$5.13K -10 -0.8%
KP
734
Keel Point
Alabama
$644K -$19K -37 -3%
DAS
735
Diversify Advisory Services
Utah
$641K +$311K +606 +75%
NWM
736
Northcape Wealth Management
New York
$639K
MA
737
MJP Associates
Connecticut
$634K +$34.9K +68 +6%
IA
738
IFP Advisors
Florida
$633K -$98.9K -193 -13%
IA
739
Insight Advisors
Pennsylvania
$632K -$4.1K -8 -0.6%
SMA
740
Sage Mountain Advisors
Georgia
$626K -$62.5K -122 -9%
EH
741
Equitable Holdings
New York
$622K +$273K +532 +72%
MMA
742
Miracle Mile Advisors
California
$621K -$6.66K -13 -1%
TCA
743
Trifecta Capital Advisors
Illinois
$619K -$4.1K -8 -0.6%
PFPT
744
Pinnacle Financial Partners (Tennessee)
Tennessee
$618K +$16.9K +33 +3%
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$614K +$134K +261 +26%
PCH
746
PGIM Custom Harvest
New Jersey
$613K +$6.66K +13 +1%
FFN
747
Focus Financial Network
Minnesota
$611K -$3.08K -6 -0.5%
MWM
748
Modera Wealth Management
New Jersey
$610K -$11.3K -22 -2%
PAM
749
Panagora Asset Management
Massachusetts
$609K +$7.17K +14 +1%
SWP
750
Sagespring Wealth Partners
Tennessee
$606K -$33.8K -66 -5%

AMP Hedge Fund Activity: Q3 2025 in Review

1,361 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2025, worth a combined $39B — down 9.3% from $43B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new AMP positions and 106 closed out — a net gain of 18 holders — while 439 added to existing stakes and 486 trimmed.

The largest buyer was Jane Street, adding an estimated $238M. The largest seller was JP Morgan Chase, cutting an estimated $752M.

  • 1,361 institutional investors held Ameriprise Financial (AMP) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $39B of Ameriprise Financial stock for Q3 2025, down 9.3% quarter-over-quarter.
  • 124 funds opened new Ameriprise Financial positions in Q3 2025 and 106 closed out, a net change of +18 holders.
  • The largest Ameriprise Financial buyer in Q3 2025 was Jane Street, an estimated $238M added.
  • The largest Ameriprise Financial seller in Q3 2025 was JP Morgan Chase, an estimated $752M sold.

Based on aggregated 13F filings for Q3 2025.