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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
HIA
1076
Harbor Investment Advisory
Maryland
$220K
TPWM
1077
Twelve Points Wealth Management
Massachusetts
$220K +$204K +412 New
LSA
1078
Lansing Street Advisors
Pennsylvania
$219K -$2.96K -6 -1%
PCG
1079
Prosperity Consulting Group
Maryland
$218K -$868K -1,757 -81%
AWA
1080
Amplius Wealth Advisors
Pennsylvania
$218K +$202K +408 New
CAG
1081
Crestwood Advisors Group
Massachusetts
$217K +$201K +407 New
WFI
1082
West Family Investments
California
$217K +$201K +407 New
MF
1083
Magnetar Financial
Illinois
$217K -$4.57M -9,255 -96%
ATPW
1084
Ashton Thomas Private Wealth
Arizona
$217K +$201K +406 New
IAS
1085
Investment Advisory Services
Texas
$216K +$200K +405 New
FG
1086
Foster Group
Iowa
$216K +$200K +405 New
AWCI
1087
Alpine Woods Capital Investors
New York
$216K +$200K +405 New
WPP
1088
Whalerock Point Partners
Rhode Island
$216K +$200K +405 New
RIG
1089
RiverFront Investment Group
Virginia
$215K +$199K +403 New
BIG
1090
Brookwood Investment Group
Arizona
$214K -$97.3K -197 -33%
GM
1091
GeoWealth Management
Illinois
$214K +$5.93K +12 +3%
AC
1092
Avestar Capital
New York
$213K -$229K -464 -54%
EGA
1093
E&G Advisors
Texas
$213K +$198K +400 New
MCM
1094
Mengis Capital Management
Oregon
$213K +$198K +400 New
RYIA
1095
Roehl & Yi Investment Advisors
Oregon
$213K +$198K +400 New
MIM
1096
Morningstar Investment Management
Illinois
$212K +$197K +398 New
OR
1097
Olympiad Research
Connecticut
$211K -$16.3K -33 -8%
MC
1098
Moors & Cabot
Massachusetts
$211K -$21.2K -43 -10%
WB
1099
Webster Bank
Connecticut
$210K +$43K +87 +28%
FIA
1100
Foundations Investment Advisors
Arizona
$210K +$195K +394 New

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.