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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
PTC
976
Philadelphia Trust Company
Pennsylvania
$294K
RZH
977
Relyea Zuckerberg Hanson
Connecticut
$291K +$270K +546 New
WAM
978
Walker Asset Management
Missouri
$291K +$988 +2 +0.4%
JFG
979
Jefferies Financial Group
New York
$288K -$14.8M -29,986 -98%
WA
980
Wealthstar Advisors
Texas
$287K
HWM
981
Hemington Wealth Management
Virginia
$287K +$8.4K +17 +3%
HC
982
Hamilton Capital
Ohio
$286K +$5.93K +12 +2%
RW
983
Regimen Wealth
Georgia
$281K +$988 +2 +0.4%
SBWIC
984
Schaper Benz & Wise Investment Counsel
Wisconsin
$281K -$494 -1 -0.2%
WIC
985
Wilkins Investment Counsel
Massachusetts
$280K -$12.4K -25 -5%
JC
986
JBF Capital
Colorado
$280K
PCM
987
Penserra Capital Management
California
$280K +$23.2K +47 +10%
MPM
988
MBB Public Markets
Illinois
$278K -$59.3K -120 -19%
FMLI
989
Fukoku Mutual Life Insurance
Japan
$278K
CSIC
990
Clifford Swan Investment Counsel
California
$277K -$2.47K -5 -1%
AA
991
Alta Advisers
United Kingdom
$275K
RWA
992
River Wealth Advisors
Pennsylvania
$275K
HBS
993
Howard Bailey Securities
Indiana
$274K -$15.3K -31 -6%
RWP
994
Revolve Wealth Partners
New Jersey
$271K -$54.8K -111 -18%
USCWA
995
U.S. Capital Wealth Advisors
Texas
$270K +$2.96K +6 +1%
BTWM
996
Baker Tilly Wealth Management
Wisconsin
$269K +$988 +2 +0.4%
KIA
997
KCM Investment Advisors
California
$268K -$5.43K -11 -2%
OFS
998
Oldfather Financial Services
Nebraska
$268K
DLA
999
Douglas Lane & Associates
New York
$267K
Two Sigma Advisers
1000
Two Sigma Advisers
New York
$267K +$247K +500 New

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.