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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
FMP
1251
Financial Management Professionals
Texas
$26.2K
MA
1252
MCF Advisors
Kentucky
$24.6K
FFL
1253
Financial Freedom LLC
Ohio
$24K
TFA
1254
Toth Financial Advisory
Virginia
$24K
TWD
1255
True Wealth Design
Ohio
$24K +$20.8K +42 +1,400%
SC
1256
SouthState Corp
Florida
$23.5K -$37.5K -76 -63%
CAM
1257
Creekmur Asset Management
Illinois
$22.9K +$21.2K +43 New
SO
1258
Sierra Ocean
California
$22.5K
CWM
1259
Copia Wealth Management
Oregon
$21.3K
TFM
1260
TFC Financial Management
Massachusetts
$20.8K
CFFP
1261
Center for Financial Planning
Michigan
$20.8K
WA
1262
WPG Advisers
Maryland
$20.8K -$14.8K -30 -43%
VWA
1263
Valued Wealth Advisors
Utah
$19.8K -$4.94K -10 -21%
RL
1264
Rogco LP
Oklahoma
$19.7K
RFA
1265
Reyes Financial Architecture
California
$18.7K
B
1266
Birchbrook
Maine
$18.1K
AWM
1267
Atticus Wealth Management
Florida
$17.6K +$16.3K +33 New
SIS
1268
Strategic Investment Solutions
Illinois
$17.5K
PWMG
1269
Prestige Wealth Management Group
New Jersey
$17.1K
CVM
1270
Cheviot Value Management
California
$16.7K
Group One Trading
1271
Group One Trading
Illinois
$16.5K -$27.2K -55 -64%
BT
1272
Banque Transatlantique
France
$16.1K
FWM
1273
FSA Wealth Management
Massachusetts
$16K
IRC
1274
Investors Research Corp
Georgia
$16K
QL
1275
Quarry LP
New York
$15.5K -$818K -1,656 -98%

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.