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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
MBFW
1176
Morton Brown Family Wealth
Pennsylvania
$77K
TF
1177
Tompkins Financial
New York
$77K
OA
1178
Operose Advisors
Wisconsin
$77K +$70.8K +135 +563%
ABWM
1179
Alpine Bank Wealth Management
Colorado
$75.5K +$81.8K +156 New
HNW
1180
High Note Wealth
Minnesota
$75K
WBC
1181
West Branch Capital
Massachusetts
$74.1K
SCM
1182
Silvant Capital Management
Georgia
$73.6K
ECM
1183
Estabrook Capital Management
New York
$72.6K -$10.5K -20 -12%
WT
1184
Washington Trust
Rhode Island
$72.6K
EWM
1185
Evermay Wealth Management
Virginia
$71.6K
IHWM
1186
Iron Horse Wealth Management
Iowa
$70.4K +$3.67K +7 +5%
FMTCOCP
1187
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67K
CA
1188
CoreCap Advisors
Michigan
$64.9K +$524 +1 +0.8%
IUHSA
1189
Itau Unibanco Holding S.A.
Brazil
$63K -$7.34K -14 -10%
WCM
1190
Westend Capital Management
California
$62.5K
WPA
1191
West Paces Advisors
Georgia
$61K
AG
1192
AmeriFlex Group
Nevada
$60.5K
OIAM
1193
OFI Invest Asset Management
France
$60.1K +$22.6K +43 +47%
T
1194
TOBAM
France
$60K -$18.9K -36 -23%
SC
1195
SouthState Corp
Florida
$58.1K +$55.6K +106 +757%
BGA
1196
Battery Global Advisors
Massachusetts
$57.6K
SIS
1197
Sound Income Strategies
Florida
$54.9K +$24.1K +46 +69%
FFC
1198
First Financial Corp
Indiana
$53.3K -$14.7K -28 -20%
CYG
1199
Clean Yield Group
Vermont
$53.3K
JWA
1200
JFS Wealth Advisors
Pennsylvania
$51.3K -$3.15K -6 -5%

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.