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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
JSW
826
Journey Strategic Wealth
New Jersey
$469K -$12.8K -25 -3%
B
827
Bailard
California
$468K +$513 +1 +0.1%
CW
828
CreativeOne Wealth
Kansas
$466K +$8.71K +17 +2%
DCBT
829
Dakota Community Bank & Trust
North Dakota
$463K +$11.3K +22 +2%
HPBT
830
Hickory Point Bank & Trust
Illinois
$459K
CI
831
Cigna Investments
Connecticut
$459K -$5.13K -10 -1%
HBT
832
Hills Bank & Trust
Iowa
$457K
AWM
833
Avior Wealth Management
Nebraska
$455K +$475K +927 New
OF
834
Optimize Financial
California
$453K +$473K +922 New
SPF
835
South Plains Financial
Texas
$452K +$115K +224 +32%
PP
836
PDS Planning
Ohio
$449K -$3.08K -6 -0.7%
BMC
837
Beaton Management Company
Massachusetts
$447K
LCWP
838
Legacy Capital Wealth Partners
Arkansas
$447K -$62.5K -122 -12%
CFGA
839
Cambridge Financial Group (Arizona)
Arizona
$445K
CCG
840
Ceeto Capital Group
Florida
$442K
PGFC
841
Peapack-Gladstone Financial Corp
New Jersey
$442K +$267K +520 +137%
EI
842
Ellevest Inc
New York
$442K -$69.2K -135 -13%
LIM
843
Leavell Investment Management
Alabama
$439K
SAI
844
Savvy Advisors Inc
New York
$438K +$21K +41 +5%
WJWM
845
Williams Jones Wealth Management
New York
$437K
PWP
846
Perfromance Wealth Partners
Illinois
$437K +$456K +890 New
ICP
847
Interchange Capital Partners
Pennsylvania
$435K +$39.5K +77 +10%
EFS
848
Essex Financial Services
Connecticut
$434K +$87.1K +170 +24%
CCMG
849
Clark Capital Management Group
Pennsylvania
$433K +$72.3K +141 +19%
BA
850
Bridgewater Advisors
New York
$433K -$5.13K -10 -1%

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.