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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 %
HBT
826
Hills Bank & Trust
Iowa
$451K -$13.6K -28 -3%
GCM
827
Genus Capital Management
British Columbia, Canada
$448K +$448K +925 New
DWP
828
Daymark Wealth Partners
Ohio
$446K -$4.36K -9 -1%
AIP
829
Ameritas Investment Partners
Nebraska
$444K -$13.6K -28 -3%
BA
830
Bridgewater Advisors
New York
$444K +$444K +940 New
PTC
831
Private Trust Company
Ohio
$442K +$8.23K +17 +2%
BMC
832
Beaton Management Company
Massachusetts
$441K – – –
CW
833
CreativeOne Wealth
Kansas
$441K +$38.7K +80 +10%
AFP
834
Ausdal Financial Partners
Iowa
$439K +$7.26K +15 +2%
EI
835
Ellevest Inc
New York
$439K +$34.4K +71 +8%
CFGA
836
Cambridge Financial Group (Arizona)
Arizona
$438K – – –
AWA
837
Aaron Wealth Advisors
Illinois
$438K +$5.81K +12 +1%
CCG
838
Ceeto Capital Group
Florida
$436K – – –
ACM
839
Advisors Capital Management
New Jersey
$436K -$5.33K -11 -1%
DWM
840
Drive Wealth Management
Utah
$432K -$12.1K -25 -3%
WJWM
841
Williams Jones Wealth Management
New York
$431K – – –
GCP
842
Garda Capital Partners
Minnesota
$430K +$430K +888 New
FCB
843
First County Bank
Connecticut
$428K +$4.84K +10 +1%
MSCM
844
McElhenny Sheffield Capital Management
Texas
$427K -$54.2K -112 -11%
CT
845
Colonial Trust
South Carolina
$424K -$39.2K -81 -8%
PNC
846
Park National Corp
Ohio
$424K – – –
HCM
847
Hengehold Capital Management
Ohio
$423K +$5.33K +11 +1%
PT
848
Plimoth Trust
Massachusetts
$420K -$36.3K -75 -8%
AFG
849
Atomi Financial Group
New York
$418K +$36.3K +75 +10%
AC
850
Avestar Capital
New York
$418K +$103K +212 +33%
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