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Ameriprise Financial
AMP

Overview Fund Activity

1,350 hedge funds and large institutions have $39.6B invested in Ameriprise Financial in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 485 increasing their positions, 480 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
-26
Holders Change %
-1.89%
% of All Funds
18.33%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.26%
New
112
Increased
485
Reduced
480
Closed
112
Calls
$110M
Puts
$65.4M
Net Calls
+$44.1M
Net Calls Change
-$12.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$495M
2
UBS AM
UBS AM
Illinois
+$386M
3
BlackRock
BlackRock
New York
+$153M
4
Goldman Sachs
Goldman Sachs
New York
+$120M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$89.3M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$106M
2
A
AustralianSuper
Australia
-$105M
3
LSV Asset Management
LSV Asset Management
Illinois
-$97.5M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$96M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$72.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMI
1226
Creative Capital Management Investments
California
$27.1K – – –
MFC
1227
Mechanics Financial Corp
Ohio
$26.6K – – –
Bank Julius Baer & Co
1228
Bank Julius Baer & Co
Switzerland
$26.6K +$26.6K +49 New
PSB
1229
Piscataqua Savings Bank
New Hampshire
$26.6K -$7.26K -15 -21%
HFS
1230
Hantz Financial Services
Michigan
$26K +$2.45K +5 +10%
RA
1231
Rise Advisors
New York
$25.9K +$8.16K +17 +46%
WA
1232
Whipplewood Advisors
Colorado
$25.7K -$18.2K -22 -42%
AF
1233
Advisornet Financial
Minnesota
$25.7K -$6.78K -14 -21%
RWM
1234
Rialto Wealth Management
New York
$25.7K +$484 +1 +2%
TLCM
1235
Twin Lakes Capital Management
California
$25.5K -$13K -27 -34%
WWM
1236
Wolff Wiese Magana
California
$24.2K – – –
PP
1237
PFS Partners
New Jersey
$24.2K – – –
TCM
1238
TruNorth Capital Management
Michigan
$24.2K +$24.2K +50 New
FMP
1239
Financial Management Professionals
Texas
$23.7K -$1.45K -3 -6%
FCMT
1240
Founders Capital Management (Texas)
Texas
$23.2K – – –
VWA
1241
Valued Wealth Advisors
Utah
$22.8K -$5.34K -11 -19%
MA
1242
MCF Advisors
Kentucky
$22.3K – – –
SC
1243
Solstein Capital
California
$22.3K – – –
FFL
1244
Financial Freedom LLC
Ohio
$21.8K – – –
TFA
1245
Toth Financial Advisory
Virginia
$21.8K – – –
SO
1246
Sierra Ocean
California
$20.4K – – –
BFPW
1247
BOK Financial Private Wealth
Colorado
$20.3K +$19.4K +40 +2,000%
CWM
1248
Copia Wealth Management
Oregon
$19.4K – – –
TFM
1249
TFC Financial Management
Massachusetts
$18.9K – – –
CFFP
1250
Center for Financial Planning
Michigan
$18.9K – – –
48 49
50
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