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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
BIG
751
Brooklyn Investment Group
New York
$602K +$63.7K +129 +13%
EA
752
Everpar Advisors
Oklahoma
$602K -$36.1K -73 -6%
FFM
753
Fullerton Fund Management
Singapore
$602K
TAM
754
Trust Asset Management
Texas
$602K
PCM
755
Polymer Capital Management
New York
$594K +$550K +1,113 New
MFF
756
Michels Family Financial
Texas
$592K -$7.91K -16 -1%
CIM
757
Contravisory Investment Management
Massachusetts
$591K -$1.98K -4 -0.4%
LI
758
LMCG Investments
Massachusetts
$589K -$1.04M -2,110 -66%
CCA
759
Checchi Capital Advisers
California
$588K -$13.3K -27 -2%
SWM
760
Segment Wealth Management
Texas
$588K
BOTPPF
761
Board of the Pension Protection Fund
United Kingdom
$587K +$543K +1,100 New
FBFS
762
First Business Financial Services
Wisconsin
$583K
STA
763
Summit Trail Advisors
New York
$583K -$102K -206 -16%
UWS
764
Unique Wealth Strategies
Illinois
$583K -$9.88K -20 -2%
APW
765
Aurora Private Wealth
New Jersey
$582K
BFG
766
Beacon Financial Group
Texas
$578K +$494 +1 +0.1%
AWM
767
Aries Wealth Management
Maine
$577K
SAG
768
SageView Advisory Group
California
$577K +$289K +584 +110%
IBOK
769
Independence Bank of Kentucky
Kentucky
$577K
LAM
770
LECAP Asset Management
United Kingdom
$577K +$534K +1,081 New
OAM
771
Oxford Asset Management
United Kingdom
$574K +$531K +1,075 New
EWM
772
Empirical Wealth Management
Washington
$572K +$164K +331 +45%
ACA
773
Aptus Capital Advisors
Alabama
$569K -$263K -532 -33%
BWA
774
Burt Wealth Advisors
Maryland
$565K
CTC
775
Cetera Trust Company
Minnesota
$560K

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.