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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
TCA
1201
Trifecta Capital Advisors
Illinois
$50.8K
TFIPS
1202
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.8K +$17.3K +33 +46%
DAM
1203
Delta Asset Management
Tennessee
$48.4K
LWA
1204
Lowe Wealth Advisors
Maryland
$48.4K
ZBNA
1205
Zions Bancorporation, National Association
Utah
$48.4K +$52.4K +100 New
TH
1206
TCTC Holdings
Texas
$47.4K +$25.7K +49 +100%
C
1207
Covestor
United Kingdom
$46K +$524 +1 +1%
ADL
1208
Asset Dedication LLC
California
$45K -$31.5K -60 -39%
BIA
1209
Bell Investment Advisors
California
$44.1K
AGWCA
1210
Annis Gardner Whiting Capital Advisors
Florida
$43.1K +$1.05K +2 +2%
MEG
1211
Millstone Evans Group
Colorado
$42.6K
PC
1212
Promus Capital
Illinois
$42.6K
AFG
1213
Albion Financial Group
Utah
$42.1K
Group One Trading
1214
Group One Trading
Illinois
$41.6K -$101K -192 -69%
BAM
1215
Byrne Asset Management
New Jersey
$41.1K -$13.6K -26 -23%
GSWM
1216
Golden State Wealth Management
California
$40.7K +$6.82K +13 +18%
OC
1217
Oakworth Capital
Alabama
$40.2K +$8.39K +16 +24%
SS
1218
SBI Securities
Japan
$38.7K
AWM
1219
Abound Wealth Management
Tennessee
$38.3K -$2.1K -4 -5%
ATC
1220
Adirondack Trust Company
New York
$38.2K
OWA
1221
Opal Wealth Advisors
New York
$35.8K +$38.8K +74 New
WA
1222
WPG Advisers
Maryland
$33.4K -$11.5K -22 -24%
RBC
1223
Roble Belko & Company
Pennsylvania
$33K
CT
1224
Clearstead Trust
Maine
$32.9K
TFA
1225
Transamerica Financial Advisors
Florida
$32K -$645K -1,230 -95%

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.