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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
MCM
776
McRae Capital Management
New Jersey
$558K
SW
777
Simplicity Wealth
New Jersey
$556K -$466K -910 -45%
Capstone Investment Advisors
778
Capstone Investment Advisors
New York
$556K +$365K +712 +170%
WTC
779
WhitTier Trust Company
Nevada
$554K -$4.1K -8 -0.7%
TAM
780
Trust Asset Management
Texas
$554K
LSA
781
Leonteq Securities AG
Switzerland
$552K +$387K +756 +206%
UWS
782
Unique Wealth Strategies
Illinois
$550K +$13.8K +27 +2%
CIM
783
Contravisory Investment Management
Massachusetts
$542K -$2.05K -4 -0.4%
SWM
784
Segment Wealth Management
Texas
$541K
EGA
785
Eagle Global Advisors
Texas
$540K -$256K -500 -31%
BCM
786
Becker Capital Management
Oregon
$538K -$66.6K -130 -11%
ACA
787
Aptus Capital Advisors
Alabama
$535K +$12.3K +24 +2%
MFF
788
Michels Family Financial
Texas
$533K -$11.8K -23 -2%
SA
789
Sovran Advisors
California
$532K -$294K -574 -33%
AWM
790
Aries Wealth Management
Maine
$531K -$513 -1 -0.1%
IBOK
791
Independence Bank of Kentucky
Kentucky
$531K
BFG
792
Beacon Financial Group
Texas
$530K -$2.56K -5 -0.5%
FHA
793
Flagship Harbor Advisors
Massachusetts
$524K +$18.5K +36 +3%
BWA
794
Burt Wealth Advisors
Maryland
$520K
EA
795
Everpar Advisors
Oklahoma
$518K -$37.4K -73 -6%
CTC
796
Cetera Trust Company
Minnesota
$516K
OAM
797
Oxford Asset Management
United Kingdom
$513K -$15.4K -30 -3%
OTL
798
Oak Thistle LLC
New York
$513K +$535K +1,044 New
3IP
799
3Chopt Investment Partners
Virginia
$511K +$31.3K +61 +6%
BTWM
800
Baker Tilly Wealth Management
Wisconsin
$509K +$273K +533 +106%

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.