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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
CC
1026
Chicago Capital
Illinois
$255K
OIS
1027
Okabena Investment Services
Minnesota
$255K
WAP
1028
Wealthcare Advisory Partners
Pennsylvania
$254K +$2.96K +6 +1%
CPG
1029
Cornerstone Planning Group
New Jersey
$253K -$1.48K -3 -0.6%
BWAM
1030
Boyd Watterson Asset Management
Ohio
$253K +$11.9K +24 +5%
HS
1031
Horan Securities
United States
$253K +$2.47K +5 +1%
R
1032
Rebalance
California
$252K
TPI
1033
Trust Point Inc
Wisconsin
$251K -$23.2K -47 -9%
AFT
1034
Alpha Family Trust
California
$251K
SB
1035
Strategic Blueprint
Georgia
$250K -$47.4K -96 -17%
TWA
1036
TCI Wealth Advisors
Arizona
$249K -$2.47K -5 -1%
AAS
1037
Ameritas Advisory Services
Nebraska
$249K -$111K -224 -32%
NCFG
1038
New Century Financial Group
New Jersey
$249K +$230K +466 New
HFM
1039
Harvest Fund Management
China
$248K -$408K -826 -64%
CCFM
1040
Clear Creek Financial Management
Washington
$247K -$12.8K -26 -5%
BWA
1041
Bordeaux Wealth Advisors
California
$244K +$7.41K +15 +3%
CBT
1042
Crews Bank & Trust
Florida
$244K
BHWM
1043
Bar Harbor Wealth Management
New Hampshire
$244K
TIA
1044
Tiemann Investment Advisors
California
$243K +$9.88K +20 +5%
WTA
1045
Washington Trust Advisors
Massachusetts
$242K -$1.98K -4 -0.9%
Empower Advisory Group
1046
Empower Advisory Group
Colorado
$241K -$2.47K -5 -1%
RT
1047
Rockland Trust
Massachusetts
$241K
PL
1048
Plancorp LLC
Missouri
$241K +$5.43K +11 +2%
AWE
1049
Avidian Wealth Enterprises
Texas
$239K +$988 +2 +0.4%
GWM
1050
Geneos Wealth Management
Colorado
$239K -$46.4K -94 -17%

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.