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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 %
AWE
1076
Avidian Wealth Enterprises
Texas
$216K +$1.45K +3 +0.7%
BWA
1077
Bordeaux Wealth Advisors
California
$214K -$8.23K -17 -4%
LFA
1078
Legacy Financial Advisors
Kentucky
$214K -$4.36K -9 -2%
CFO
1079
CVA Family Office
Colorado
$214K +$3.39K +7 +2%
PL
1080
Plancorp LLC
Missouri
$213K +$9.68K +20 +5%
Fisher Asset Management
1081
Fisher Asset Management
Washington
$213K +$18.4K +38 +9%
MC
1082
Moors & Cabot
Massachusetts
$212K -$5.81K -12 -3%
JIC
1083
Joel Isaacson & Co
New York
$212K -$20.8K -43 -9%
KRW
1084
Kaufman Rossin Wealth
Florida
$212K +$212K +437 New
TIA
1085
Tiemann Investment Advisors
California
$211K -$9.68K -20 -4%
OL
1086
one8zero8 LLC
North Carolina
$211K -$1.45K -3 -0.7%
MCM
1087
Marathon Capital Management
Maryland
$211K -$2.42K -5 -1%
HDIM
1088
Hanson & Doremus Investment Management
Vermont
$210K – – –
BPCE
1089
Bank Pictet & Cie (Europe)
Germany
$210K +$210K +433 New
ECM
1090
Eisler Capital Management
United Kingdom
$209K +$134K +276 +177%
AAM
1091
Aureus Asset Management
Massachusetts
$209K – – –
RRCM
1092
Rappaport Reiches Capital Management
Illinois
$209K +$209K +431 New
OR
1093
Olympiad Research
Connecticut
$208K +$208K +429 New
IFO
1094
Independent Family Office
New York
$207K – – –
AIA
1095
AssuredPartners Investment Advisors
Florida
$207K +$207K +428 New
GIA
1096
GHP Investment Advisors
Colorado
$205K +$1.45K +3 +0.7%
Walleye Capital
1097
Walleye Capital
New York
$205K -$37.3K -77 -15%
TIM
1098
Tortoise Investment Management
New York
$205K -$25.2K -52 -11%
MIM
1099
Macroview Investment Management
Maryland
$205K +$1.45K +3 +0.7%
BOSSRA
1100
B.O.S.S. Retirement Advisors
Utah
$203K -$61.9K -128 -23%
42 43
44
45 46