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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
PWMG
1276
Prestige Wealth Management Group
New Jersey
$15.5K
NMG
1277
New Millennium Group
Utah
$15.5K -$1.57K -3 -9%
OAJ
1278
Ogorek Anthony Joseph
New York
$15K +$16.3K +31 New
FWM
1279
FSA Wealth Management
Massachusetts
$14.5K
IRC
1280
Investors Research Corp
Georgia
$14.5K +$15.7K +30 New
BT
1281
Banque Transatlantique
France
$14.5K
MSG
1282
Main Street Group
Virginia
$13.3K
MC
1283
Montag & Caldwell
Georgia
$13.1K
CWC
1284
Carolinas Wealth Consulting
North Carolina
$12.7K +$524 +1 +4%
JFA
1285
JNBA Financial Advisors
Minnesota
$12.6K
SL
1286
Salomon & Ludwin
Virginia
$12.6K
NRG
1287
Nemes Rush Group
Michigan
$12.1K
SIM
1288
Synergy Investment Management
Florida
$12.1K
CAM
1289
Costello Asset Management
Pennsylvania
$11.8K +$12.6K +24 New
FNWA
1290
Financial Network Wealth Advisors
Utah
$11.6K +$7.87K +15 +167%
CHC
1291
City Holding Co
West Virginia
$11.6K +$12.6K +24 New
FAM
1292
Flaharty Asset Management
Florida
$10.2K +$11K +21 New
CWM
1293
Cedar Wealth Management
California
$9.68K
ITIM
1294
Indiana Trust & Investment Management
Indiana
$9.68K
AF
1295
Atala Financial
California
$9.2K
CAL
1296
Capital Advisors Ltd
Ohio
$9K
LWMI
1297
Legacy Wealth Management (Idaho)
Idaho
$8.85K +$9.44K +18 New
GEA
1298
Glen Eagle Advisors
New Jersey
$8.71K
PMFA
1299
Plante Moran Financial Advisors
Michigan
$8.71K
LWCFA
1300
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.49K -$3.67K -7 -28%

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.