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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
CSB
1301
City State Bank
Iowa
$8.23K
SN
1302
Sittner & Nelson
Oregon
$8.23K
AW
1303
Avion Wealth
Texas
$8K
DF
1304
Dunhill Financial
United Kingdom
$7.79K -$3.15K -6 -27%
S
1305
Sachetta
Massachusetts
$7.75K -$2.62K -5 -24%
SVCP
1306
Silicon Valley Capital Partners
California
$7.11K
HWP
1307
Highline Wealth Partners
California
$6.79K +$524 +1 +8%
RWML
1308
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$6.78K -$9.96K -19 -58%
CAIM
1309
Catherine Avery Investment Management
Florida
$6.78K
SIC
1310
SJS Investment Consulting
Ohio
$6.78K +$524 +1 +8%
FG
1311
Fairman Group
Pennsylvania
$6.39K
BLC
1312
Brown, Lisle/Cummings
Rhode Island
$6.29K +$1.57K +3 +30%
ACA
1313
Atlas Capital Advisors
Wyoming
$5.81K
SFGP
1314
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.81K +$524 +1 +9%
CIAS
1315
CBIZ Investment Advisory Services
Ohio
$5.81K +$6.29K +12 New
NFSG
1316
Newbridge Financial Services Group
Florida
$5.5K
FFA
1317
Frazier Financial Advisors
Ohio
$5.33K
GGI
1318
Godsey & Gibb Inc
Virginia
$5.33K
GFL
1319
Granite FO LLC
New Hampshire
$4.36K
DWM
1320
Darwin Wealth Management
Florida
$4.13K
VFM
1321
Vision Financial Markets
Connecticut
$4.08K
HBW
1322
Hazlett, Burt & Watson
West Virginia
$4K
NWMP
1323
Noble Wealth Management PBC
Colorado
$3.87K
BWL
1324
Bogart Wealth LLC
Virginia
$3.87K +$2.62K +5 +167%
DWM
1325
Dogwood Wealth Management
Kansas
$3.39K +$3.67K +7 New

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.