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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
RWM
1226
Rialto Wealth Management
New York
$33.1K +$4.45K +9 +17%
KFI
1227
Key Financial Inc
Pennsylvania
$32.6K
TCM
1228
TD Capital Management
Tennessee
$32.2K
AAG
1229
Accordant Advisory Group
Maryland
$32K
WPA
1230
Wealth Preservation Advisors
Tennessee
$32K
WW
1231
Winnow Wealth
Texas
$32K +$28.2K +57 +1,900%
DPW
1232
DiNuzzo Private Wealth
Pennsylvania
$31.5K +$494 +1 +2%
TFA
1233
Transamerica Financial Advisors
Florida
$31.3K -$3.46K -7 -11%
WIM
1234
Westside Investment Management
California
$31K
BTC
1235
Bank & Trust Company
Illinois
$30.4K
SL
1236
Salomon & Ludwin
Virginia
$30.4K +$14.8K +30 +115%
HIW
1237
Holos Integrated Wealth
Pennsylvania
$30.3K
OWA
1238
Opal Wealth Advisors
New York
$29.9K -$8.89K -18 -24%
CCMI
1239
Creative Capital Management Investments
California
$29.9K
TFIPS
1240
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.4K -$24.7K -50 -48%
MFC
1241
Mechanics Financial Corp
Ohio
$29.4K
PSB
1242
Piscataqua Savings Bank
New Hampshire
$29.4K
RA
1243
Rise Advisors
New York
$29.2K +$494 +1 +2%
WA
1244
Whipplewood Advisors
Colorado
$28.3K +$10.9K +22 +71%
TLCM
1245
Twin Lakes Capital Management
California
$28.2K
BSB
1246
Bangor Savings Bank
Maine
$27.2K -$3.46K -7 -12%
AF
1247
Advisornet Financial
Minnesota
$26.7K -$1.48K -3 -6%
PP
1248
PFS Partners
New Jersey
$26.7K
WWM
1249
Wolff Wiese Magana
California
$26.7K
NC
1250
NewSquare Capital
Pennsylvania
$26.7K +$7.91K +16 +47%

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.