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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 %
HSA
851
HBK Sorce Advisory
Pennsylvania
$418K -$38.2K -79 -8%
SWM
852
Sendero Wealth Management
Texas
$410K +$2.91K +6 +0.7%
LIM
853
Leavell Investment Management
Alabama
$409K +$24.7K +51 +6%
FWIA
854
Fort Washington Investment Advisors
Ohio
$408K – – –
BB
855
Busey Bank
Illinois
$404K +$23.7K +49 +6%
IA
856
IFG Advisory
Georgia
$402K – – –
BTI
857
Blue Trust Inc
Georgia
$401K -$38.2K -79 -9%
NWWA
858
New Wave Wealth Advisors
Arkansas
$400K +$5.81K +12 +1%
ARC
859
Advisor Resource Council
Texas
$399K +$399K +824 New
PP
860
PDS Planning
Ohio
$397K +$22.8K +47 +6%
SCM
861
SCS Capital Management
Massachusetts
$397K +$397K +821 New
GWWM
862
Great Waters Wealth Management
Minnesota
$396K – – –
CAM
863
CenterStar Asset Management
Illinois
$396K +$396K +817 New
RG
864
Renaissance Group
Kentucky
$394K -$15.5K -32 -4%
AC
865
AXQ Capital
New Jersey
$394K +$394K +814 New
CIG
866
Cairn Investment Group
Washington
$394K – – –
TWM
867
Tradition Wealth Management
Minnesota
$393K -$36.3K -75 -8%
GBT
868
Grove Bank & Trust
Florida
$393K – – –
PPC
869
Park Place Capital
Alabama
$391K -$14K -29 -3%
CFG
870
Carr Financial Group
Massachusetts
$391K +$18.4K +38 +5%
WT
871
Whittier Trust
California
$389K -$28.1K -58 -7%
SC
872
Schulhoff & Co
Ohio
$387K – – –
WP
873
WealthPLAN Partners
Nebraska
$387K +$387K +800 New
QCM
874
Qsemble Capital Management
New York
$386K +$386K +797 New
CAL
875
Capital Analysts LLC
Pennsylvania
$385K – – –
33 34
35
36 37