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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 %
CAM
1276
Costello Asset Management
Pennsylvania
$11.8K +$11.8K +24 New
FNWA
1277
Financial Network Wealth Advisors
Utah
$11.6K +$7.26K +15 +167%
CHC
1278
City Holding Co
West Virginia
$11.6K +$11.6K +24 New
FAM
1279
Flaharty Asset Management
Florida
$10.2K +$10.2K +21 New
ITIM
1280
Indiana Trust & Investment Management
Indiana
$9.68K – – –
CWM
1281
Cedar Wealth Management
California
$9.68K – – –
AF
1282
Atala Financial
California
$9.2K – – –
CAL
1283
Capital Advisors Ltd
Ohio
$9K – – –
LWMI
1284
Legacy Wealth Management (Idaho)
Idaho
$8.85K +$8.85K +18 New
GEA
1285
Glen Eagle Advisors
New Jersey
$8.71K – – –
PMFA
1286
Plante Moran Financial Advisors
Michigan
$8.71K – – –
LWCFA
1287
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.49K -$3.3K -7 -28%
SN
1288
Sittner & Nelson
Oregon
$8.23K – – –
CSB
1289
City State Bank
Iowa
$8.23K – – –
AW
1290
Avion Wealth
Texas
$8K – – –
DF
1291
Dunhill Financial
United Kingdom
$7.79K -$2.92K -6 -27%
S
1292
Sachetta
Massachusetts
$7.75K -$2.42K -5 -24%
SVCP
1293
Silicon Valley Capital Partners
California
$7.11K – – –
HWP
1294
Highline Wealth Partners
California
$6.79K +$485 +1 +8%
SIC
1295
SJS Investment Consulting
Ohio
$6.78K +$484 +1 +8%
FG
1296
Fairman Group
Pennsylvania
$6.39K – – –
BLC
1297
Brown, Lisle/Cummings
Rhode Island
$6.29K +$1.45K +3 +30%
ACA
1298
Atlas Capital Advisors
Wyoming
$5.81K – – –
SFG
1299
Stonebridge Financial Group
Pennsylvania
$5.81K +$484 +1 +9%
CIAS
1300
CBIZ Investment Advisory Services
Ohio
$5.81K +$5.81K +12 New
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