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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 %
SCB
1251
Saudi Central Bank
Saudi Arabia
$18.4K +$18.4K +38 New
CA
1252
Continuum Advisory
Idaho
$18.3K +$483 +1 +3%
RL
1253
Rogco LP
Oklahoma
$17.9K – – –
HIMS
1254
Hager Investment Management Services
New Hampshire
$16.9K – – –
RFA
1255
Reyes Financial Architecture
California
$16.9K – – –
BCMLT
1256
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.9K +$6.78K +14 +67%
B
1257
Birchbrook
Maine
$16.5K – – –
NC
1258
NewSquare Capital
Pennsylvania
$16.5K +$14K +29 +580%
BGAI
1259
Bruce G. Allen Investments
Colorado
$16K +$4.36K +9 +38%
IWP
1260
IAG Wealth Partners
Wisconsin
$15.9K +$14.4K +30 +1,000%
CVM
1261
Cheviot Value Management
California
$15.9K +$15.9K +33 New
SIS
1262
Strategic Investment Solutions
Illinois
$15.8K – – –
PWMG
1263
Prestige Wealth Management Group
New Jersey
$15.5K – – –
NMG
1264
New Millennium Group
Utah
$15.5K -$1.45K -3 -9%
OAJ
1265
Ogorek Anthony Joseph
New York
$15K +$15K +31 New
FWM
1266
FSA Wealth Management
Massachusetts
$14.5K – – –
IRC
1267
Investors Research Corp
Georgia
$14.5K +$14.5K +30 New
BT
1268
Banque Transatlantique
France
$14.5K – – –
MSG
1269
Main Street Group
Virginia
$13.3K – – –
MC
1270
Montag & Caldwell
Georgia
$13.1K – – –
CWC
1271
Carolinas Wealth Consulting
North Carolina
$12.7K +$488 +1 +4%
SL
1272
Salomon & Ludwin
Virginia
$12.6K – – –
JFA
1273
JNBA Financial Advisors
Minnesota
$12.6K – – –
NRG
1274
Nemes Rush Group
Michigan
$12.1K – – –
SIM
1275
Synergy Investment Management
Florida
$12.1K – – –
49 50
51
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