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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 %
WA1
1101
Wimmer Associates 1
California
$203K – – –
SMWM
1102
Silvia McColl Wealth Management
California
$202K – – –
SWP
1103
Semus Wealth Partners
Florida
$202K +$202K +418 New
LSA
1104
Lansing Street Advisors
Pennsylvania
$201K +$201K +416 New
DFG
1105
Delta Financial Group
New Jersey
$201K +$201K +395 New
WCG
1106
Weaver Consulting Group
California
$201K -$11.6K -24 -5%
HIA
1107
Harbor Investment Advisory
Maryland
$199K – – –
UFF
1108
USA Financial Formulas
Michigan
$193K +$30.5K +63 +19%
SOW
1109
State of Wyoming
Wyoming
$193K +$13.1K +27 +7%
RTC
1110
Riverview Trust Company
Washington
$189K -$968 -2 -0.5%
GM
1111
GeoWealth Management
Illinois
$188K -$152K -315 -45%
BOJHT
1112
Bank of Jackson Hole Trust
Wyoming
$177K – – –
CFD
1113
Creative Financial Designs
Indiana
$176K +$968 +2 +0.6%
NC
1114
North Capital
Utah
$174K +$174K +360 New
UCB
1115
United Community Bank
South Carolina
$174K +$8.71K +18 +5%
FP
1116
Financial Perspectives
Minnesota
$163K +$483 +1 +0.3%
WB
1117
Webster Bank
Connecticut
$149K -$25.2K -52 -14%
NSIM
1118
North Star Investment Management
Illinois
$149K – – –
OAM
1119
Ostrum Asset Management
France
$147K -$4.36K -9 -3%
AAP
1120
Arax Advisory Partners
Colorado
$142K +$108K +224 +320%
AAG
1121
Armstrong Advisory Group
Massachusetts
$141K – – –
WBC
1122
Westpac Banking Corp
Australia
$140K – – –
NB
1123
NBT Bank
New York
$140K – – –
T
1124
Transce3nd
Texas
$138K -$36.8K -76 -21%
CAWM
1125
Capital A Wealth Management
Pennsylvania
$137K +$484 +1 +0.4%
43 44
45
46 47