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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
NAS
951
Nicolet Advisory Services
Wisconsin
$313K +$10.4K +21 +3%
WCM
952
Washington Capital Management
Washington
$313K
SCP
953
Sivia Capital Partners
California
$312K +$35.6K +72 +14%
IFWM
954
Institute for Wealth Management
Colorado
$312K
PWG
955
Portside Wealth Group
Utah
$311K -$43K -87 -13%
TIM
956
Tortoise Investment Management
New York
$311K +$78.6K +159 +38%
TCBWMS
957
Texas Capital Bank Wealth Management Services
Texas
$311K +$13.3K +27 +5%
FOA
958
Five Oceans Advisors
California
$310K +$1.48K +3 +0.5%
LSWP
959
Liberty Square Wealth Partners
Pennsylvania
$308K
ACM
960
AUA Capital Management
Pennsylvania
$308K
RCAG
961
Rehmann Capital Advisory Group
Michigan
$307K +$20.8K +42 +8%
AC
962
Apella Capital
Connecticut
$306K -$4.94K -10 -2%
DO
963
denkapparat Operations
Germany
$305K
CCFCSB
964
Cape Cod Five Cents Savings Bank
Massachusetts
$303K
AI
965
Accredited Investors
Minnesota
$303K
WP
966
Westmount Partners
California
$303K
PPWM
967
PFG Private Wealth Management
Florida
$302K +$13.8K +28 +5%
EB
968
Emprise Bank
Kansas
$298K -$17.8K -36 -6%
PPWM
969
Paragon Private Wealth Management
Kentucky
$298K +$37.1K +75 +16%
MPW
970
MASECO Private Wealth
$297K +$275K +556 New
GHAM
971
Gilman Hill Asset Management
Connecticut
$296K +$24.7K +50 +10%
VC
972
Veery Capital
Delaware
$295K -$15.3K -31 -5%
CFP
973
Cascade Financial Partners
California
$295K
MNBTD
974
Moody National Bank Trust Division
Texas
$295K
HGA
975
Hobbs Group Advisors
South Carolina
$294K

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.