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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 %
AI
976
Accredited Investors
Minnesota
$275K +$275K +568 New
AC
977
Apella Capital
Connecticut
$275K +$10.9K +23 +4%
SB
978
Strategic Blueprint
Georgia
$274K +$66.4K +137 +32%
TCBWMS
979
Texas Capital Bank Wealth Management Services
Texas
$269K +$269K +555 New
CFP
980
Cascade Financial Partners
California
$268K – – –
MNBTD
981
Moody National Bank Trust Division
Texas
$268K +$25.7K +53 +11%
WGCA
982
Wolf Group Capital Advisors
Virginia
$267K +$267K +552 New
HGA
983
Hobbs Group Advisors
South Carolina
$267K +$1.45K +3 +0.5%
ORG
984
Optimist Retirement Group
Washington
$267K +$25.2K +52 +10%
AHL
985
Abel Hall LLC
Louisiana
$266K +$16K +33 +6%
WIC
986
Wilkins Investment Counsel
Massachusetts
$266K -$17.4K -36 -6%
PTC
987
Philadelphia Trust Company
Pennsylvania
$266K – – –
SQA
988
Simon Quick Advisors
New Jersey
$266K +$18.9K +39 +8%
AA
989
Advisory Alpha
Michigan
$265K +$265K +548 New
SCM
990
Shelton Capital Management
Colorado
$265K -$8.23K -17 -3%
WAM
991
Walker Asset Management
Missouri
$263K +$484 +1 +0.2%
CAMG
992
CWA Asset Management Group
Florida
$261K +$76K +157 +41%
CFM
993
Catalyst Funds Management
Australia
$261K +$261K +540 New
WA
994
Wealthstar Advisors
Texas
$260K – – –
PPWM
995
PFG Private Wealth Management
Florida
$260K -$2.42K -5 -0.9%
PIA
996
Perennial Investment Advisors
California
$260K +$3.39K +7 +1%
HBS
997
Howard Bailey Securities
Indiana
$259K -$65.4K -135 -20%
MW
998
Marcum Wealth
Ohio
$259K -$3.39K -7 -1%
CAM
999
Concorde Asset Management
Michigan
$259K -$473 -1 -0.2%
RCAG
1000
Rehmann Capital Advisory Group
Michigan
$258K +$1.45K +3 +0.6%
38 39
40
41 42