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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
AFG
776
Atomi Financial Group
New York
$560K +$91.4K +185 +21%
EI
777
Ellevest Inc
New York
$552K +$62.7K +127 +14%
FHA
778
Flagship Harbor Advisors
Massachusetts
$551K +$1.48K +3 +0.3%
LCWP
779
Legacy Capital Wealth Partners
Arkansas
$551K +$8.4K +17 +2%
EHC
780
Everett Harris & Co
California
$550K
WIC
781
Woodmont Investment Counsel
Tennessee
$548K
RAM
782
Readystate Asset Management
Illinois
$546K +$505K +1,023 New
SWM
783
Sterling Wealth Management
Illinois
$545K +$505K +1,022 New
EW
784
Enzi Wealth
Texas
$545K
EWM
785
Evercore Wealth Management
New York
$544K -$19.8K -40 -4%
RA
786
Ransom Advisory
Rhode Island
$544K
IP
787
Ignite Planners
California
$534K +$6.42K +13 +1%
HI
788
Harbour Investments
Wisconsin
$534K +$3.46K +7 +0.7%
FSA
789
Fort Sheridan Advisors
Illinois
$534K
FCMC
790
Founders Capital Management (Connecticut)
Connecticut
$534K
AFM
791
Armstrong Fleming & Moore
District of Columbia
$534K +$494K +1,000 New
KFP
792
KMG Fiduciary Partners
Ohio
$533K
PFGIA
793
Patriot Financial Group Insurance Agency
Massachusetts
$533K
ST
794
Somerset Trust
Pennsylvania
$533K +$25.7K +52 +5%
MCM
795
MV Capital Management
Maryland
$529K +$494 +1 +0.1%
JFGIW
796
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$527K +$23.2K +47 +5%
SB
797
Sunflower Bank
Texas
$527K -$23.7K -48 -5%
RIL
798
Rothschild Investment LLC
Illinois
$524K -$494 -1 -0.1%
3IP
799
3Chopt Investment Partners
Virginia
$523K +$23.7K +48 +5%
ACM
800
Aljian Capital Management
Nevada
$523K +$988 +2 +0.2%

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.