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Ameriprise Financial
AMP

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: 1,390 → 1,367 (-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: 25 → 20 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$537M
2
UBS AM
UBS AM
Illinois
+$418M
3
BlackRock
BlackRock
New York
+$166M
4
Goldman Sachs
Goldman Sachs
New York
+$130M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$99.4M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$115M
2
A
AustralianSuper
Australia
-$114M
3
LSV Asset Management
LSV Asset Management
Illinois
-$106M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$104M
5
N
Nuveen
North Carolina
-$87.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
USB
1326
Union Savings Bank
Connecticut
$3.39K – – –
HFS
1327
Hughes Financial Services
Virginia
$2.93K +$3.15K +6 New
WCM
1328
WealthTrak Capital Management
Virginia
$2.9K -$524 -1 -14%
AWM
1329
Accredited Wealth Management
Kentucky
$2.9K – – –
CWP
1330
Clark Wealth Partners
Illinois
$2.9K – – –
WAS
1331
Winch Advisory Services
Wisconsin
$2.45K – – –
AWM
1332
Activest Wealth Management
Florida
$2.42K +$2.62K +5 New
GC
1333
Garde Capital
Washington
$2.42K +$2.62K +5 New
WOC
1334
West Oak Capital
California
$2.18K – – –
MFA
1335
McClarren Financial Advisors
Pennsylvania
$2K +$254K +484 New
HWA
1336
HHM Wealth Advisors
Tennessee
$1.94K – – –
AP
1337
Aspect Partners
Virginia
$1.94K -$524 -1 -20%
CIA
1338
Cape Investment Advisory
Georgia
$1.94K – – –
DI
1339
DAGCO Inc
Ohio
$1.94K +$2.1K +4 New
PWA
1340
Principia Wealth Advisory
Texas
$1.89K +$1.05K +2 +100%
TWD
1341
True Wealth Design
Ohio
$1.45K -$3.15K -6 -67%
AA
1342
Addison Advisors
Vermont
$1.45K – – –
BTD
1343
BankPlus Trust Department
Mississippi
$1.45K – – –
CAC
1344
Core Alternative Capital
Georgia
$1.45K – – –
MHR
1345
Matthew Hamilton Rosenberg
$1.45K – – –
PWM
1346
Parkworth Wealth Management
California
$1.45K – – –
SRCM
1347
Signature Resources Capital Management
California
$1.45K – – –
WA
1348
WestEnd Advisors
North Carolina
$1.45K +$524 +1 +50%
BHWM
1349
Bay Harbor Wealth Management
Maryland
$1.45K +$1.57K +3 New
WW
1350
Winnow Wealth
Texas
$1.45K +$524 +1 +50%
52 53
54
55 56

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.