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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
MSG
1276
Main Street Group
Virginia
$14.7K
SA
1277
Scarborough Advisors
Maryland
$14.4K +$13.3K +27 New
JFA
1278
JNBA Financial Advisors
Minnesota
$13.9K
CAM
1279
Costello Asset Management
Pennsylvania
$13.1K +$494 +1 +4%
OAJ
1280
Ogorek Anthony Joseph
New York
$13K -$2.47K -5 -16%
BGAI
1281
Bruce G. Allen Investments
Colorado
$12.8K -$4.45K -9 -27%
FNWA
1282
Financial Network Wealth Advisors
Utah
$12.8K
KG
1283
Kilter Group
New York
$12.3K +$11.4K +23 New
AW
1284
Avion Wealth
Texas
$12K +$3.46K +7 +44%
CTB
1285
Country Trust Bank
Illinois
$11.7K -$18.8K -38 -63%
BCMLT
1286
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.2K -$6.92K -14 -40%
CAL
1287
Capital Advisors Ltd
Ohio
$11K +$988 +2 +11%
CWM
1288
Cedar Wealth Management
California
$10.7K
ITIM
1289
Indiana Trust & Investment Management
Indiana
$10.7K
HHMI
1290
Howard Hughes Medical Institute
Maryland
$10.7K +$9.88K +20 New
S
1291
Sachetta
Massachusetts
$9.61K +$988 +2 +13%
GEA
1292
Glen Eagle Advisors
New Jersey
$9.61K
PMFA
1293
Plante Moran Financial Advisors
Michigan
$9.61K
CSB
1294
City State Bank
Iowa
$9.07K
SN
1295
Sittner & Nelson
Oregon
$9.07K
DF
1296
Dunhill Financial
United Kingdom
$8.42K -$494 -1 -6%
IWM
1297
IMG Wealth Management
Florida
$8.01K +$7.41K +15 New
GSWM
1298
Golden State Wealth Management
California
$8.01K -$34.1K -69 -82%
SVCP
1299
Silicon Valley Capital Partners
California
$7.89K
CAIM
1300
Catherine Avery Investment Management
Florida
$7.47K

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.