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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 %
AP
951
Adero Partners
California
$295K +$12.1K +25 +4%
DIM
952
Delta Investment Management
California
$294K +$18.9K +39 +7%
GLLW
953
Graves Light Lenhart Wealth
Virginia
$293K +$968 +2 +0.3%
DWA
954
Dougherty Wealth Advisers
Minnesota
$292K – – –
CWG
955
Cornerstone Wealth Group
North Carolina
$291K +$8.23K +17 +3%
CBUSF
956
Construction & Building Unions Superannuation Fund
Australia
$290K -$96.8K -200 -25%
HIM
957
Harbour Investment Management
Washington
$290K -$73.6K -152 -20%
VCAM
958
Van Cleef Asset Management
Ohio
$290K +$48.4K +100 +20%
BIG
959
Brookwood Investment Group
Arizona
$290K +$290K +598 New
EB
960
Emprise Bank
Kansas
$288K -$27.1K -56 -9%
GS
961
GTS Securities
New York
$288K -$7.26K -15 -2%
WA
962
Wealthstream Advisors
New York
$287K +$2.91K +6 +1%
IC
963
Iconiq Capital
California
$285K +$77K +159 +37%
WCM
964
Washington Capital Management
Washington
$284K – – –
SPWG
965
Syntegra Private Wealth Group
Missouri
$283K +$1.94K +4 +0.7%
IFWM
966
Institute for Wealth Management
Colorado
$283K +$9.68K +20 +4%
VC
967
Veery Capital
Delaware
$283K -$5.33K -11 -2%
FOA
968
Five Oceans Advisors
California
$280K +$1.45K +3 +0.5%
LSWP
969
Liberty Square Wealth Partners
Pennsylvania
$279K – – –
ACM
970
AUA Capital Management
Pennsylvania
$279K – – –
CCA
971
Childress Capital Advisors
Texas
$279K – – –
DO
972
denkapparat Operations
Germany
$277K +$39.7K +82 +17%
HCM
973
Howard Capital Management
Georgia
$276K -$43.1K -89 -13%
NAS
974
Nicolet Advisory Services
Wisconsin
$275K +$5.02K +11 +2%
WP
975
Westmount Partners
California
$275K – – –
37 38
39
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