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Ameriprise Financial

1,367 hedge funds and large institutions have $40.3B invested in Ameriprise Financial in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 491 increasing their positions, 487 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $110M | Put options by funds: $65.4M

1.48% more ownership

Funds ownership: 85.55%87.03% (+1.5%)

1% more repeat investments, than reductions

Existing positions increased: 491 | Existing positions reduced: 487

1% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 112

2% less funds holding

Funds holding: 1,3901,367 (-23)

9% less capital invested

Capital invested by funds: $44.2B → $40.3B (-$3.85B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,367
Holders Change
-23
Holders Change %
-1.65%
% of All Funds
18.33%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.27%
New
111
Increased
491
Reduced
487
Closed
112
Calls
$110M
Puts
$65.4M
Net Calls
+$44.1M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1151
Kiker Wealth Management
Georgia
$124K +$134K +256 New
HWA
1152
Heritage Wealth Advisors
Virginia
$123K -$1.57K -3 -1%
CMP
1153
Coston McIsaac & Partners
Maine
$121K
Cohen & Steers
1154
Cohen & Steers
New York
$121K +$131K +250 New
WF
1155
Wayfinding Financial
Washington
$120K +$131K +249 New
OSNBOA
1156
Old Second National Bank of Aurora
Illinois
$119K -$1.05K -2 -0.8%
GKIM
1157
GW&K Investment Management
Massachusetts
$113K
1IA
1158
1620 Investment Advisors
Massachusetts
$107K
HFS
1159
Hopwood Financial Services
Virginia
$104K +$26.2K +50 +30%
VCM
1160
Versant Capital Management
Arizona
$103K +$36.2K +69 +48%
M
1161
MOTCO
Texas
$99.2K
TSMHT
1162
Thurston Springer Miller Herd & Titak
Indiana
$99.2K
CPBTD
1163
Central Pacific Bank - Trust Division
Hawaii
$96.8K -$274K -523 -72%
KB
1164
Kimelman & Baird
New York
$96.8K
PB
1165
Pinnacle Bancorp
Nebraska
$95.4K -$7.34K -14 -7%
SNB
1166
Security National Bank
Nebraska
$92.5K
MA
1167
Montag & Associates
Georgia
$90K
FWA
1168
Flagship Wealth Advisors
Massachusetts
$89.6K
GFPC
1169
Global Financial Private Client
Florida
$88.6K +$5.77K +11 +6%
HCP
1170
Hexagon Capital Partners
Arkansas
$87.1K -$7.87K -15 -8%
LWANC
1171
Laurel Wealth Advisors (North Carolina)
North Carolina
$85.7K +$524 +1 +0.6%
ANBT
1172
American National Bank & Trust
Texas
$84.7K +$3.67K +7 +4%
RMC
1173
Resources Management Corp
Connecticut
$80K
RCM
1174
Raleigh Capital Management
North Carolina
$79.9K -$45.1K -86 -34%
FFO
1175
Fortitude Family Office
Arizona
$77K

AMP Hedge Fund Activity: Q1 2025 in Review

1,367 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2025, worth a combined $40.3B — down 8.7% from $44.2B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of AMP and 111 opened new positions — a net loss of 1 holder — while 487 trimmed existing stakes and 491 added.

The largest buyer was JP Morgan Chase, adding an estimated $537M. The largest seller was Boston Partners, cutting an estimated $115M.

  • 1,367 institutional investors held Ameriprise Financial (AMP) as of Q1 2025, down from 1,390 in Q4 2024.
  • Funds reported $40.3B of Ameriprise Financial stock for Q1 2025, down 8.7% quarter-over-quarter.
  • 111 funds opened new Ameriprise Financial positions in Q1 2025 and 112 closed out, a net change of -1 holder.
  • The largest Ameriprise Financial buyer in Q1 2025 was JP Morgan Chase, an estimated $537M added.
  • The largest Ameriprise Financial seller in Q1 2025 was Boston Partners, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2025.