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Ameriprise Financial

1,361 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, 464 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: 1,3661,361 (-5)

8% less repeat investments, than reductions

Existing positions increased: 464 | 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
1,361
Holders Change
-5
Holders Change %
-0.37%
% of All Funds
17.92%
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
464
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
CSPIA
876
Cary Street Partners Investment Advisory
Virginia
$399K +$6.92K +14 +2%
CCMG
877
Clark Capital Management Group
Pennsylvania
$396K -$25.2K -51 -6%
TC
878
TownSquare Capital
Utah
$393K -$3.03M -6,128 -89%
DWM
879
Dakota Wealth Management
Florida
$392K -$26.7K -54 -7%
EH
880
Equitable Holdings
New York
$392K +$48.4K +98 +15%
PWMAG
881
Pinnacle Wealth Management Advisory Group
New Jersey
$391K +$10.4K +21 +3%
FBT
882
First Bank & Trust
South Dakota
$390K -$19.3K -39 -5%
FFS
883
Founders Financial Securities
Maryland
$386K -$1.48K -3 -0.4%
PIM
884
Progressive Investment Management
Oregon
$384K
DZ Bank
885
DZ Bank
Germany
$384K +$356K +720 New
RG
886
Renaissance Group
Kentucky
$381K -$49.4K -100 -12%
POIA
887
Pin Oak Investment Advisors
Texas
$381K
EFS
888
Essex Financial Services
Connecticut
$381K -$2.96K -6 -0.8%
LNB
889
Ledyard National Bank
$379K +$2.96K +6 +0.9%
MEAC
890
M.E. Allison & Co
Texas
$376K
PCP
891
Proficio Capital Partners
Massachusetts
$376K +$10.4K +21 +3%
Walleye Capital
892
Walleye Capital
New York
$375K +$138K +279 +66%
KFGK
893
Keystone Financial Group (Kentucky)
Kentucky
$373K
MWM
894
Mindset Wealth Management
Indiana
$373K
SPF
895
South Plains Financial
Texas
$372K +$88.4K +179 +35%
BPCE
896
Bank Pictet & Cie (Europe)
Germany
$371K +$130K +263 +61%
MAM
897
Meeder Asset Management
Ohio
$370K -$1.02M -2,057 -75%
LCM
898
LRT Capital Management
Texas
$368K -$710K -1,437 -68%
SCM
899
SCS Capital Management
Massachusetts
$366K -$67.2K -136 -17%
SMC
900
Smith, Moore & Co
Missouri
$365K

AMP Hedge Fund Activity: Q2 2025 in Review

1,361 of the 7,595 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 464 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.

  • 1,361 institutional investors held Ameriprise Financial (AMP) as of Q2 2025, down from 1,366 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.