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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
CFO
1051
CVA Family Office
Colorado
$238K +$1.48K +3 +0.7%
PCS
1052
Private Client Services
Kentucky
$235K -$17.8K -36 -8%
APG
1053
Abacus Planning Group
South Carolina
$233K -$5.43K -11 -2%
JIC
1054
Joel Isaacson & Co
New York
$233K
Wolverine Trading
1055
Wolverine Trading
Illinois
$232K +$217K +440 New
MCM
1056
Marathon Capital Management
Maryland
$232K
HDIM
1057
Hanson & Doremus Investment Management
Vermont
$231K
MME
1058
Meag Munich Ergo
Germany
$230K -$715K -1,448 -77%
EBA
1059
Eagle Bay Advisors
New York
$229K -$33.1K -67 -13%
IFO
1060
Independent Family Office
New York
$228K
AIA
1061
AssuredPartners Investment Advisors
Florida
$228K -$494 -1 -0.2%
PIA
1062
Perennial Investment Advisors
California
$228K -$54.3K -110 -20%
AWM
1063
Aviso Wealth Management
Washington
$227K +$210K +425 New
NB
1064
Nicolet Bankshares
Wisconsin
$227K +$210K +425 New
GIA
1065
GHP Investment Advisors
Colorado
$227K +$494 +1 +0.2%
MIM
1066
Macroview Investment Management
Maryland
$225K -$494 -1 -0.2%
CFSG
1067
Clark Financial Services Group
Missouri
$225K +$209K +422 New
Capstone Investment Advisors
1068
Capstone Investment Advisors
New York
$224K +$208K +420 New
SMWM
1069
Silvia McColl Wealth Management
California
$223K
BWM
1070
Birchcreek Wealth Management
Ohio
$223K -$45K -91 -18%
WWM
1071
Western Wealth Management
Colorado
$222K +$206K +416 New
WCG
1072
Weaver Consulting Group
California
$221K
MYAM
1073
Meiji Yasuda Asset Management
Japan
$221K -$533K -1,079 -72%
OL
1074
one8zero8 LLC
North Carolina
$221K -$10.9K -22 -5%
MWA
1075
Midland Wealth Advisors
Illinois
$220K -$25.2K -51 -11%

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.