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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 %
AA
1326
Addison Advisors
Vermont
$1.45K – – –
MHR
1327
Matthew Hamilton Rosenberg
$1.45K – – –
PWM
1328
Parkworth Wealth Management
California
$1.45K – – –
BTD
1329
BankPlus Trust Department
Mississippi
$1.45K – – –
CAC
1330
Core Alternative Capital
Georgia
$1.45K – – –
SRCM
1331
Signature Resources Capital Management
California
$1.45K – – –
WA
1332
WestEnd Advisors
North Carolina
$1.45K +$484 +1 +50%
BHWM
1333
Bay Harbor Wealth Management
Maryland
$1.45K +$1.45K +3 New
WW
1334
Winnow Wealth
Texas
$1.45K +$483 +1 +50%
MSWM
1335
Mowery & Schoenfeld Wealth Management
Illinois
$972 – – –
RAM
1336
Riggs Asset Management
Pennsylvania
$969 – – –
ACA
1337
American Capital Advisory
Idaho
$969 +$969 +2 New
HIA
1338
HFM Investment Advisors
New Jersey
$969 +$969 +2 New
RWM
1339
Ruedi Wealth Management
Illinois
$968 – – –
NL
1340
NVWM LLC
Pennsylvania
$968 – – –
PCTC
1341
Perkins Coie Trust Company
Washington
$968 +$968 +2 New
BFS
1342
Bare Financial Services
Pennsylvania
$968 +$968 +2 New
RJA
1343
Ross\Johnson & Associates
Minnesota
$968 +$968 +2 New
GP
1344
Greenline Partners
New York
$968 +$968 +2 New
Q1WB
1345
Quest 10 Wealth Builders
Virginia
$687 +$687 +1 New
PWMG
1346
Private Wealth Management Group
New Jersey
$485 – – –
RPA
1347
Redwood Park Advisors
California
$485 – – –
WTFG
1348
Wood Tarver Financial Group
Idaho
$485 – – –
HHGA
1349
Halbert Hargrove Global Advisors
California
$485 +$485 +1 New
YDMI
1350
Y.D. More Investments
Israel
$180 +$22 +17 +14%
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