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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
RC
1201
Rexford Capital
Texas
$54.4K +$50.4K +102 New
DAM
1202
Delta Asset Management
Tennessee
$53.4K
LWA
1203
Lowe Wealth Advisors
Maryland
$53.4K
TH
1204
TCTC Holdings
Texas
$52.3K
C
1205
Covestor
United Kingdom
$52K +$988 +2 +2%
ADL
1206
Asset Dedication LLC
California
$51.8K +$1.98K +4 +4%
BIA
1207
Bell Investment Advisors
California
$49.1K +$494 +1 +1%
MEG
1208
Millstone Evans Group
Colorado
$47K
PC
1209
Promus Capital
Illinois
$47K
SIS
1210
Sound Income Strategies
Florida
$46.7K -$12.4K -25 -22%
AFG
1211
Albion Financial Group
Utah
$46.4K
HFS
1212
Hantz Financial Services
Michigan
$45K +$15.8K +32 +60%
MAM
1213
Morse Asset Management
Connecticut
$42.7K +$39.5K +80 New
AWM
1214
Abound Wealth Management
Tennessee
$42.3K
ATC
1215
Adirondack Trust Company
New York
$42.2K
SS
1216
SBI Securities
Japan
$41.6K -$988 -2 -3%
HIMS
1217
Hager Investment Management Services
New Hampshire
$40K +$19.8K +40 +114%
SC
1218
Solstein Capital
California
$37.4K +$11.9K +24 +52%
RBC
1219
Roble Belko & Company
Pennsylvania
$37K
CT
1220
Clearstead Trust
Maine
$36.8K +$494 +1 +1%
WOSD
1221
WFA of San Diego
California
$36.3K +$33.6K +68 New
OC
1222
Oakworth Capital
Alabama
$35.8K -$7.91K -16 -19%
MWM
1223
Mascoma Wealth Management
New Hampshire
$35.2K
RWA
1224
Redmont Wealth Advisors
Illinois
$34.7K +$32.1K +65 New
SSG
1225
Summit Securities Group
New York
$34.2K +$31.6K +64 New

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.