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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
CIC
1101
Crawford Investment Counsel
Georgia
$209K +$194K +392 New
MSWM
1102
McGlone Suttner Wealth Management
Wisconsin
$209K +$194K +392 New
EP
1103
Essential Partners
California
$209K +$193K +391 New
MIC
1104
Means Investment Company
Maine
$209K +$193K +391 New
WA1
1105
Wimmer Associates 1
California
$208K
CCA
1106
Cobblestone Capital Advisors
New York
$208K +$193K +390 New
VFG
1107
Victory Financial Group
Texas
$207K +$192K +388 New
WLIM
1108
White Lighthouse Investment Management
Massachusetts
$207K +$192K +388 New
GSWA
1109
Good Steward Wealth Advisors
Tennessee
$206K +$191K +386 New
AWM
1110
Aberdeen Wealth Management
Illinois
$206K +$191K +386 New
DOA
1111
D'Orazio & Associates
Virginia
$204K +$189K +382 New
CAM
1112
Cozad Asset Management
Illinois
$203K +$188K +381 New
PGFC
1113
Peapack-Gladstone Financial Corp
New Jersey
$203K +$188K +380 New
SIMG
1114
Sonora Investment Management Group
Arizona
$203K +$188K +380 New
LI
1115
LRI Investments
Florida
$203K -$48.9K -99 -21%
WC
1116
Waterloo Capital
Texas
$201K +$186K +377 New
UCB
1117
United Community Bank
South Carolina
$197K +$4.94K +10 +3%
LSA
1118
Leonteq Securities AG
Switzerland
$196K +$149K +302 +465%
CFD
1119
Creative Financial Designs
Indiana
$195K +$988 +2 +0.5%
NC
1120
North Capital
Utah
$192K
KWM
1121
Kiker Wealth Management
Georgia
$189K +$48.9K +99 +39%
Cohen & Steers
1122
Cohen & Steers
New York
$187K +$49.4K +100 +40%
SWP
1123
Strategic Wealth Partners
Ohio
$183K +$169K +342 New
FP
1124
Financial Perspectives
Minnesota
$180K
ETC
1125
Exchange Traded Concepts
Oklahoma
$178K -$315K -637 -66%

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.