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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 %
HFS
1026
Howard Financial Services
Texas
$244K +$5.33K +11 +2%
HIG
1027
Heritage Investment Group
Florida
$244K -$18.9K -39 -7%
APP
1028
Avantax Planning Partners
Iowa
$244K -$4.84K -10 -2%
OFS
1029
Oldfather Financial Services
Nebraska
$244K – – –
NI
1030
Natural Investments
California
$243K -$3.86K -8 -2%
BTWM
1031
Baker Tilly Wealth Management
Wisconsin
$243K +$1.94K +4 +0.8%
USCWA
1032
U.S. Capital Wealth Advisors
Texas
$242K +$52.8K +109 +28%
DLA
1033
Douglas Lane & Associates
New York
$242K – – –
BMA
1034
Brooks Moore & Associates
Tennessee
$242K – – –
ERSOT
1035
Employees Retirement System of Texas
Texas
$242K -$52.2M -107,900 -100%
SCM
1036
Sunbeam Capital Management
Georgia
$242K – – –
SYBT
1037
Stock Yards Bank & Trust
Kentucky
$242K +$6.29K +13 +3%
EBA
1038
Eagle Bay Advisors
New York
$240K +$39.7K +82 +20%
CPG
1039
Cornerstone Planning Group
New Jersey
$238K +$4.72K +10 +2%
CCFM
1040
Clear Creek Financial Management
Washington
$237K +$237K +489 New
Los Angeles Capital Management
1041
Los Angeles Capital Management
California
$236K -$19.2M -39,567 -99%
BG
1042
Bahl & Gaynor
Ohio
$236K +$236K +487 New
RWM
1043
Revisor Wealth Management
Ohio
$235K +$235K +486 New
OWP
1044
ORG Wealth Partners
Texas
$235K +$235K +481 New
PTP
1045
Platform Technology Partners
New York
$234K +$968 +2 +0.4%
PPWM
1046
Paragon Private Wealth Management
Kentucky
$234K +$2.42K +5 +1%
G
1047
GenTrust
Florida
$233K -$7.75K -16 -3%
CIM
1048
Confluence Investment Management
Missouri
$232K – – –
PCM
1049
Penserra Capital Management
California
$232K -$109K -226 -32%
LI
1050
LRI Investments
Florida
$232K -$113K -234 -33%
40 41
42
43 44