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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 %
VFA
901
Voya Financial Advisors
Connecticut
$351K -$20.7K -43 -6%
KCM
902
Kathmere Capital Management
Pennsylvania
$349K +$1.94K +4 +0.6%
ORI
903
Oak Ridge Investments
Illinois
$349K -$8.71K -18 -2%
PIM
904
Progressive Investment Management
Oregon
$349K – – –
EFS
905
Essex Financial Services
Connecticut
$348K -$14K -29 -4%
PWMAG
906
Pinnacle Wealth Management Advisory Group
New Jersey
$345K +$10.2K +21 +3%
WI
907
WBI Investments
New Jersey
$344K -$377K -778 -52%
LNB
908
Ledyard National Bank
$341K -$17.4K -36 -5%
MEAC
909
M.E. Allison & Co
Texas
$341K – – –
FFS
910
Founders Financial Securities
Maryland
$341K +$17.8K +38 +6%
MWM
911
Mindset Wealth Management
Indiana
$338K – – –
KFS
912
Kelly Financial Services
Massachusetts
$336K +$38.7K +80 +13%
Hudson Bay Capital Management
913
Hudson Bay Capital Management
Connecticut
$334K +$334K +690 New
CPWA
914
Cerro Pacific Wealth Advisors
California
$334K +$27.2K +51 +9%
IWM
915
IHT Wealth Management
Illinois
$333K -$58.1K -120 -15%
MA
916
MONECO Advisors
Connecticut
$333K -$25.2K -52 -7%
SMC
917
Smith, Moore & Co
Missouri
$331K – – –
PCP
918
Proficio Capital Partners
Massachusetts
$331K -$7.26K -15 -2%
CAG
919
Csenge Advisory Group
Florida
$329K -$39.5K -85 -11%
SC
920
Scotia Capital
Ontario, Canada
$327K -$441K -910 -57%
FCP
921
Fidelis Capital Partners
Florida
$327K +$2.33K +5 +0.7%
APA
922
Astoria Portfolio Advisors
New York
$325K -$179K -380 -36%
PWG
923
Portside Wealth Group
Utah
$324K -$2.42K -5 -0.7%
VA
924
Valmark Advisers
Ohio
$324K -$70.7K -146 -18%
CIA
925
Concurrent Investment Advisors
Florida
$323K +$15.5K +32 +5%
35 36
37
38 39