We are live on ! Find out more
AMP icon

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
CWP
1326
Clark Wealth Partners
Illinois
$3.2K
BHWM
1327
Bay Harbor Wealth Management
Maryland
$3.2K +$1.48K +3 +100%
WAS
1328
Winch Advisory Services
Wisconsin
$2.71K
WCM
1329
WealthTrak Capital Management
Virginia
$2.67K -$494 -1 -17%
GC
1330
Garde Capital
Washington
$2.67K
HIA
1331
HFM Investment Advisors
New Jersey
$2.67K +$1.48K +3 +150%
WOC
1332
West Oak Capital
California
$2.38K -$2.47K -5 -1%
BWL
1333
Bogart Wealth LLC
Virginia
$2.13K -$1.98K -4 -50%
AP
1334
Aspect Partners
Virginia
$2.13K
CIA
1335
Cape Investment Advisory
Georgia
$2.13K
DI
1336
DAGCO Inc
Ohio
$2.13K
HWA
1337
HHM Wealth Advisors
Tennessee
$2.13K
PWA
1338
Principia Wealth Advisory
Texas
$2.13K
PWM
1339
Parkworth Wealth Management
California
$2.13K +$494 +1 +33%
RS
1340
Rakuten Securities
Japan
$2.13K +$1.98K +4 New
TIM
1341
Total Investment Management
Arizona
$2.13K +$1.98K +4 New
HFS
1342
Hughes Financial Services
Virginia
$2.03K -$988 -2 -33%
AA
1343
Addison Advisors
Vermont
$1.6K
QWM
1344
Quaker Wealth Management
New Jersey
$1.6K +$1.48K +3 New
SC
1345
Stephens Consulting
Michigan
$1.6K +$1.48K +3 New
BTD
1346
BankPlus Trust Department
Mississippi
$1.6K
MHR
1347
Matthew Hamilton Rosenberg
$1.6K
NL
1348
NVWM LLC
Pennsylvania
$1.6K +$494 +1 +50%
IWP
1349
IAG Wealth Partners
Wisconsin
$1.49K -$14.8K -30 -91%
DF
1350
DecisionPoint Financial
Arizona
$1.08K +$988 +2 New

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.