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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 %
CC
1051
Chicago Capital
Illinois
$231K +$231K +478 New
OIS
1052
Okabena Investment Services
Minnesota
$231K +$231K +477 New
PCS
1053
Private Client Services
Kentucky
$231K +$484 +1 +0.2%
AWA
1054
Arete Wealth Advisors
Illinois
$229K +$4.37K +9 +2%
MWM
1055
Maridea Wealth Management
New York
$229K +$229K +473 New
R
1056
Rebalance
California
$229K – – –
TWA
1057
TCI Wealth Advisors
Arizona
$229K +$1.45K +3 +0.6%
PTC
1058
Petrus Trust Company
Texas
$228K -$706K -1,459 -76%
ONB
1059
Old National Bancorp
Indiana
$228K +$484 +1 +0.2%
MA
1060
Mutual Advisors
Nebraska
$228K -$22.4K -48 -9%
WAP
1061
Wealthcare Advisory Partners
Pennsylvania
$228K +$16K +33 +8%
AFT
1062
Alpha Family Trust
California
$228K – – –
HS
1063
Horan Securities
United States
$227K – – –
MWA
1064
Midland Wealth Advisors
Illinois
$225K -$38.7K -80 -15%
CBT
1065
Crews Bank & Trust
Florida
$222K – – –
SAI
1066
Savvy Advisors Inc
New York
$221K +$20.3K +42 +10%
Empower Advisory Group
1067
Empower Advisory Group
Colorado
$221K -$3.87K -8 -2%
BHWM
1068
Bar Harbor Wealth Management
New Hampshire
$221K +$3.87K +8 +2%
WTA
1069
Washington Trust Advisors
Massachusetts
$221K – – –
TFF
1070
The Family Firm
Maryland
$221K +$967 +2 +0.4%
QWP
1071
Quotient Wealth Partners
Texas
$220K +$3.39K +7 +2%
NL
1072
NWAM LLC
Washington
$219K -$12.1K -25 -5%
RT
1073
Rockland Trust
Massachusetts
$219K -$212K -437 -49%
BWAM
1074
Boyd Watterson Asset Management
Ohio
$218K – – –
APG
1075
Abacus Planning Group
South Carolina
$217K +$1.45K +3 +0.7%
41 42
43
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