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Ameriprise Financial

1,367 hedge funds and large institutions have $40.3B invested in Ameriprise Financial in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 491 increasing their positions, 487 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $110M | Put options by funds: $65.4M

1.48% more ownership

Funds ownership: 85.55%87.03% (+1.5%)

1% more repeat investments, than reductions

Existing positions increased: 491 | Existing positions reduced: 487

1% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 112

2% less funds holding

Funds holding: 1,3901,367 (-23)

9% less capital invested

Capital invested by funds: $44.2B → $40.3B (-$3.85B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,367
Holders Change
-23
Holders Change %
-1.65%
% of All Funds
18.33%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.27%
New
111
Increased
491
Reduced
487
Closed
112
Calls
$110M
Puts
$65.4M
Net Calls
+$44.1M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1076
Midland Wealth Advisors
Illinois
$225K -$42K -80 -15%
CBT
1077
Crews Bank & Trust
Florida
$222K
SAI
1078
Savvy Advisors Inc
New York
$221K +$22K +42 +10%
Empower Advisory Group
1079
Empower Advisory Group
Colorado
$221K -$4.2K -8 -2%
BHWM
1080
Bar Harbor Wealth Management
New Hampshire
$221K +$4.2K +8 +2%
WTA
1081
Washington Trust Advisors
Massachusetts
$221K
TFF
1082
The Family Firm
Maryland
$221K +$1.05K +2 +0.4%
QWP
1083
Quotient Wealth Partners
Texas
$220K +$3.67K +7 +2%
NL
1084
NWAM LLC
Washington
$219K -$13.1K -25 -5%
RT
1085
Rockland Trust
Massachusetts
$219K -$229K -437 -49%
BWAM
1086
Boyd Watterson Asset Management
Ohio
$218K
APG
1087
Abacus Planning Group
South Carolina
$217K +$1.57K +3 +0.7%
AWE
1088
Avidian Wealth Enterprises
Texas
$216K +$1.57K +3 +0.7%
BWA
1089
Bordeaux Wealth Advisors
California
$214K -$8.92K -17 -4%
LFA
1090
Legacy Financial Advisors
Kentucky
$214K -$4.72K -9 -2%
CFO
1091
CVA Family Office
Colorado
$214K +$3.67K +7 +2%
PL
1092
Plancorp LLC
Missouri
$213K +$10.5K +20 +5%
Fisher Asset Management
1093
Fisher Asset Management
Washington
$213K +$19.9K +38 +9%
MC
1094
Moors & Cabot
Massachusetts
$212K -$6.29K -12 -3%
JIC
1095
Joel Isaacson & Co
New York
$212K -$22.6K -43 -9%
KRW
1096
Kaufman Rossin Wealth
Florida
$212K +$229K +437 New
TIA
1097
Tiemann Investment Advisors
California
$211K -$10.5K -20 -4%
OL
1098
one8zero8 LLC
North Carolina
$211K -$1.57K -3 -0.7%
MCM
1099
Marathon Capital Management
Maryland
$211K -$2.62K -5 -1%
HDIM
1100
Hanson & Doremus Investment Management
Vermont
$210K

AMP Hedge Fund Activity: Q1 2025 in Review

1,367 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2025, worth a combined $40.3B — down 8.7% from $44.2B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of AMP and 111 opened new positions — a net loss of 1 holder — while 487 trimmed existing stakes and 491 added.

The largest buyer was JP Morgan Chase, adding an estimated $537M. The largest seller was Boston Partners, cutting an estimated $115M.

  • 1,367 institutional investors held Ameriprise Financial (AMP) as of Q1 2025, down from 1,390 in Q4 2024.
  • Funds reported $40.3B of Ameriprise Financial stock for Q1 2025, down 8.7% quarter-over-quarter.
  • 111 funds opened new Ameriprise Financial positions in Q1 2025 and 112 closed out, a net change of -1 holder.
  • The largest Ameriprise Financial buyer in Q1 2025 was JP Morgan Chase, an estimated $537M added.
  • The largest Ameriprise Financial seller in Q1 2025 was Boston Partners, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2025.