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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
ACM
826
Advisors Capital Management
New Jersey
$475K -$5.43K -11 -1%
SWM
827
Spire Wealth Management
Virginia
$475K -$267K -540 -38%
PWAM
828
Private Wealth Asset Management
Iowa
$469K -$296K -600 -41%
CT
829
Colonial Trust
South Carolina
$469K +$988 +2 +0.2%
PNC
830
Park National Corp
Ohio
$468K +$988 +2 +0.2%
PEAK6
831
PEAK6
Illinois
$468K +$433K +876 New
HCM
832
Hengehold Capital Management
Ohio
$466K
HSA
833
HBK Sorce Advisory
Pennsylvania
$466K +$5.43K +11 +1%
GWMR
834
GC Wealth Management RIA
Massachusetts
$464K +$430K +870 New
DWM
835
Drive Wealth Management
Utah
$464K -$11.4K -23 -3%
BTI
836
Blue Trust Inc
Georgia
$462K +$18.3K +37 +4%
WT
837
Whittier Trust
California
$460K +$28.2K +57 +7%
PT
838
Plimoth Trust
Massachusetts
$458K -$4.45K -9 -1%
PWPS
839
Pinnacle Wealth Planning Services
Ohio
$458K +$64.2K +130 +18%
SAI
840
Savvy Advisors Inc
New York
$454K +$194K +393 +86%
SWM
841
Sendero Wealth Management
Texas
$452K
GBT
842
Grove Bank & Trust
Florida
$450K +$16.3K +33 +4%
FWIA
843
Fort Washington Investment Advisors
Ohio
$450K
BEI
844
Benjamin Edwards Inc
Missouri
$448K -$362K -733 -47%
MWM
845
Maridea Wealth Management
New York
$445K +$178K +360 +76%
NWWA
846
New Wave Wealth Advisors
Arkansas
$444K +$2.47K +5 +0.6%
IA
847
IFG Advisory
Georgia
$443K
TWM
848
Tradition Wealth Management
Minnesota
$437K +$3.95K +8 +1%
GWWM
849
Great Waters Wealth Management
Minnesota
$437K
CIG
850
Cairn Investment Group
Washington
$434K

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.