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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
TCM
1251
TruNorth Capital Management
Michigan
$24.2K +$26.2K +50 New
FMP
1252
Financial Management Professionals
Texas
$23.7K -$1.57K -3 -6%
FCMT
1253
Founders Capital Management (Texas)
Texas
$23.2K
VWA
1254
Valued Wealth Advisors
Utah
$22.8K -$5.77K -11 -19%
MA
1255
MCF Advisors
Kentucky
$22.3K
SC
1256
Solstein Capital
California
$22.3K
FFL
1257
Financial Freedom LLC
Ohio
$21.8K
TFA
1258
Toth Financial Advisory
Virginia
$21.8K
SO
1259
Sierra Ocean
California
$20.4K
BFPW
1260
BOK Financial Private Wealth
Colorado
$20.3K +$21K +40 +2,000%
CWM
1261
Copia Wealth Management
Oregon
$19.4K
TFM
1262
TFC Financial Management
Massachusetts
$18.9K
CFFP
1263
Center for Financial Planning
Michigan
$18.9K
SCB
1264
Saudi Central Bank
Saudi Arabia
$18.4K +$19.9K +38 New
CA
1265
Continuum Advisory
Idaho
$18.3K +$524 +1 +3%
RL
1266
Rogco LP
Oklahoma
$17.9K
HIMS
1267
Hager Investment Management Services
New Hampshire
$16.9K
RFA
1268
Reyes Financial Architecture
California
$16.9K
BCMLT
1269
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.9K +$7.34K +14 +67%
B
1270
Birchbrook
Maine
$16.5K
NC
1271
NewSquare Capital
Pennsylvania
$16.5K +$15.2K +29 +580%
BGAI
1272
Bruce G. Allen Investments
Colorado
$16K +$4.72K +9 +38%
IWP
1273
IAG Wealth Partners
Wisconsin
$15.9K +$15.7K +30 +1,000%
CVM
1274
Cheviot Value Management
California
$15.9K +$17.3K +33 New
SIS
1275
Strategic Investment Solutions
Illinois
$15.8K

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.