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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 %
CCMG
876
Clark Capital Management Group
Pennsylvania
$384K +$74.1K +153 +24%
JF
877
Jump Financial
Illinois
$382K +$116K +240 +44%
DWM
878
Dakota Wealth Management
Florida
$381K -$4.84K -10 -1%
ICP
879
Interchange Capital Partners
Pennsylvania
$381K +$146K +303 +62%
POIA
880
Pin Oak Investment Advisors
Texas
$380K – – –
KFGK
881
Keystone Financial Group (Kentucky)
Kentucky
$378K -$10.3K -20 -3%
QT
882
Quantbot Technologies
New York
$375K -$460K -951 -55%
OWCM
883
One Wealth Capital Management
Arizona
$375K +$36.3K +75 +11%
CSC
884
Caldwell Sutter Capital
California
$374K – – –
OFS
885
OneAscent Financial Services
Alabama
$373K +$8.26K +17 +2%
FBT
886
First Bank & Trust
South Dakota
$373K -$3.39K -7 -0.9%
AG
887
Ascent Group
Virginia
$371K +$371K +766 New
NFG
888
Northeast Financial Group
Pennsylvania
$368K +$368K +761 New
PPW
889
Parcion Private Wealth
Washington
$366K +$78.9K +163 +27%
RFW
890
Rainier Family Wealth
Washington
$364K -$22.8K -47 -6%
BHBT
891
Burke & Herbert Bank & Trust
Virginia
$363K – – –
FGP
892
Freestone Grove Partners
California
$363K +$363K +749 New
WA
893
WealthTrust Axiom
Pennsylvania
$362K – – –
SS
894
Sunbelt Securities
Texas
$360K -$25.2K -52 -7%
EWM
895
Empirical Wealth Management
Washington
$358K -$143K -295 -29%
AAS
896
Ameritas Advisory Services
Nebraska
$357K +$1.55K +3 +0.4%
CSPIA
897
Cary Street Partners Investment Advisory
Virginia
$355K +$3.88K +8 +1%
NFP
898
Narus Financial Partners
Utah
$353K +$3.39K +7 +1%
PWPS
899
Pinnacle Wealth Planning Services
Ohio
$353K +$12.6K +26 +4%
OWM
900
OneAscent Wealth Management
Alabama
$351K +$23.7K +49 +7%
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36
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