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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
MWM
1226
Mascoma Wealth Management
New Hampshire
$32K
LSA
1227
Leonteq Securities AG
Switzerland
$31.5K +$34.1K +65 New
KFI
1228
Key Financial Inc
Pennsylvania
$29.5K
RFG
1229
REAP Financial Group
Texas
$29.2K +$9.44K +18 +43%
TCM
1230
TD Capital Management
Tennessee
$29.2K +$26.7K +51 +567%
CTB
1231
Country Trust Bank
Illinois
$29K -$4.72K -9 -13%
AAG
1232
Accordant Advisory Group
Maryland
$29K
HIW
1233
Holos Integrated Wealth
Pennsylvania
$29K
WPA
1234
Wealth Preservation Advisors
Tennessee
$29K +$31.5K +60 New
DPW
1235
DiNuzzo Private Wealth
Pennsylvania
$28.1K
BSB
1236
Bangor Savings Bank
Maine
$28.1K -$2.62K -5 -8%
WIM
1237
Westside Investment Management
California
$28.1K
BTC
1238
Bank & Trust Company
Illinois
$27.6K
CCMI
1239
Creative Capital Management Investments
California
$27.1K
MFC
1240
Mechanics Financial Corp
Ohio
$26.6K
Bank Julius Baer & Co
1241
Bank Julius Baer & Co
Switzerland
$26.6K +$28.8K +55 New
PSB
1242
Piscataqua Savings Bank
New Hampshire
$26.6K -$7.87K -15 -21%
HFS
1243
Hantz Financial Services
Michigan
$26K +$2.62K +5 +10%
RA
1244
Rise Advisors
New York
$25.9K +$8.92K +17 +46%
WA
1245
Whipplewood Advisors
Colorado
$25.7K -$11.5K -22 -42%
AF
1246
Advisornet Financial
Minnesota
$25.7K -$7.34K -14 -21%
RWM
1247
Rialto Wealth Management
New York
$25.7K +$524 +1 +2%
TLCM
1248
Twin Lakes Capital Management
California
$25.5K -$14.2K -27 -34%
PP
1249
PFS Partners
New Jersey
$24.2K
WWM
1250
Wolff Wiese Magana
California
$24.2K

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.