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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
BOJHT
1126
Bank of Jackson Hole Trust
Wyoming
$176K
VCM
1127
Versant Capital Management
Arizona
$165K +$48.4K +98 +46%
NSIM
1128
North Star Investment Management
Illinois
$164K
SIM
1129
Sentry Investment Management
Wisconsin
$159K
OAM
1130
Ostrum Asset Management
France
$158K -$3.46K -7 -2%
NB
1131
NBT Bank
New York
$155K
WBC
1132
Westpac Banking Corp
Australia
$155K
CH
1133
Cromwell Holdings
Wyoming
$154K +$4.45K +9 +3%
MSE
1134
MUFG Securities EMEA
United Kingdom
$150K +$139K +281 New
FMB
1135
Field & Main Bank
Kentucky
$149K
RTC
1136
Riverview Trust Company
Washington
$147K -$56.3K -114 -29%
AIM
1137
Anchor Investment Management
South Carolina
$144K
CF
1138
Centaurus Financial
California
$144K -$3.46K -7 -3%
KA
1139
Kozak & Associates
Colorado
$142K +$494 +1 +0.4%
OL
1140
OneFund LLC
Florida
$140K +$130K +263 New
NAAA
1141
New Age Alpha Advisors
New York
$140K -$988 -2 -0.8%
BIM
1142
Breakwater Investment Management
Washington
$139K
IWA
1143
Icon Wealth Advisors
Texas
$139K
ME
1144
McIlrath & Eck
Washington
$139K
PGAM
1145
Princeton Global Asset Management
New Jersey
$136K -$126K -255 -50%
HWA
1146
Heritage Wealth Advisors
Virginia
$136K
T
1147
Transce3nd
Texas
$135K -$16.3K -33 -12%
ECM
1148
Estabrook Capital Management
New York
$134K +$88.9K +180 +120%
CMP
1149
Coston McIsaac & Partners
Maine
$134K
AAG
1150
Armstrong Advisory Group
Massachusetts
$134K -$6.92K -14 -5%

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.