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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 %
NFSG
1301
Newbridge Financial Services Group
Florida
$5.5K – – –
FFA
1302
Frazier Financial Advisors
Ohio
$5.33K – – –
GGI
1303
Godsey & Gibb Inc
Virginia
$5.33K – – –
GFL
1304
Granite FO LLC
New Hampshire
$4.36K – – –
DWM
1305
Darwin Wealth Management
Florida
$4.13K – – –
VFM
1306
Vision Financial Markets
Connecticut
$4.08K – – –
HBW
1307
Hazlett, Burt & Watson
West Virginia
$4K – – –
NWMP
1308
Noble Wealth Management PBC
Colorado
$3.87K – – –
BWL
1309
Bogart Wealth LLC
Virginia
$3.87K +$2.42K +5 +167%
DWM
1310
Dogwood Wealth Management
Kansas
$3.39K +$3.39K +7 New
USB
1311
Union Savings Bank
Connecticut
$3.39K – – –
HFS
1312
Hughes Financial Services
Virginia
$2.93K +$2.93K +6 New
WCM
1313
WealthTrak Capital Management
Virginia
$2.91K -$484 -1 -14%
AWM
1314
Accredited Wealth Management
Kentucky
$2.91K – – –
WAS
1315
Winch Advisory Services
Wisconsin
$2.45K – – –
AWM
1316
Activest Wealth Management
Florida
$2.42K +$2.42K +5 New
GC
1317
Garde Capital
Washington
$2.42K +$2.42K +5 New
WOC
1318
West Oak Capital
California
$2.18K – – –
MFA
1319
McClarren Financial Advisors
Pennsylvania
$2K +$2K +484 New
HWA
1320
HHM Wealth Advisors
Tennessee
$1.94K – – –
AP
1321
Aspect Partners
Virginia
$1.94K -$484 -1 -20%
CIA
1322
Cape Investment Advisory
Georgia
$1.94K – – –
DI
1323
DAGCO Inc
Ohio
$1.94K +$1.94K +4 New
PWA
1324
Principia Wealth Advisory
Texas
$1.89K +$946 +2 +100%
TWD
1325
True Wealth Design
Ohio
$1.45K -$2.91K -6 -67%
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