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Ameriprise Financial
AMP

Overview Fund Activity

1,340 hedge funds and large institutions have $42.9B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 458 increasing their positions, 497 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-10
Holders Change %
-0.74%
% of All Funds
17.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
118
Increased
458
Reduced
497
Closed
99
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$238M
2
Millennium Management
Millennium Management
New York
+$109M
3
Barclays
Barclays
United Kingdom
+$73M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$73M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$60.2M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$552M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$329M
3
AM
AGF Management
Ontario, Canada
-$152M
4
AI
Axiom Investors
Connecticut
-$126M
5
First Trust Advisors
First Trust Advisors
Illinois
-$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
976
Alta Advisers
United Kingdom
$275K – – –
RWA
977
River Wealth Advisors
Pennsylvania
$275K – – –
HBS
978
Howard Bailey Securities
Indiana
$274K -$11.7K -22 -4%
RWP
979
Revolve Wealth Partners
New Jersey
$271K -$59.2K -111 -18%
USCWA
980
U.S. Capital Wealth Advisors
Texas
$270K +$3.2K +6 +1%
BTWM
981
Baker Tilly Wealth Management
Wisconsin
$269K +$1.07K +2 +0.4%
KIA
982
KCM Investment Advisors
California
$268K -$5.87K -11 -2%
OFS
983
Oldfather Financial Services
Nebraska
$268K – – –
DLA
984
Douglas Lane & Associates
New York
$267K – – –
Two Sigma Advisers
985
Two Sigma Advisers
New York
$267K +$267K +500 New
SCM
986
Sunbeam Capital Management
Georgia
$267K +$534 +1 +0.2%
MA
987
Mutual Advisors
Nebraska
$266K +$11.5K +22 +4%
HIG
988
Heritage Investment Group
Florida
$265K -$3.74K -7 -1%
APP
989
Avantax Planning Partners
Iowa
$265K -$3.2K -6 -1%
NI
990
Natural Investments
California
$265K -$3.19K -6 -1%
AIC
991
Archer Investment Corporation
Indiana
$264K +$264K +494 New
RWM
992
Revisor Wealth Management
Ohio
$264K – – –
WA
993
WBH Advisory
Maryland
$263K -$80.1K -150 -23%
CAM
994
Cidel Asset Management
Ontario, Canada
$263K -$12.3K -23 -4%
SWM
995
SeaCrest Wealth Management
New York
$262K -$64K -120 -20%
AWA
996
Arete Wealth Advisors
Illinois
$261K +$9.07K +17 +4%
CTWM
997
Cherry Tree Wealth Management
Minnesota
$261K -$17.1K -32 -6%
SPC
998
Sigma Planning Corp
Michigan
$260K -$651K -1,219 -71%
Los Angeles Capital Management
999
Los Angeles Capital Management
California
$260K – – –
BG
1000
Bahl & Gaynor
Ohio
$260K – – –
38 39
40
41 42