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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
MSWM
1351
Mowery & Schoenfeld Wealth Management
Illinois
$1.07K
RAM
1352
Riggs Asset Management
Pennsylvania
$1.07K
WA
1353
WestEnd Advisors
North Carolina
$1.07K -$494 -1 -33%
GWSG
1354
GPS Wealth Strategies Group
Colorado
$1.07K +$988 +2 New
Q1WB
1355
Quest 10 Wealth Builders
Virginia
$758
ACA
1356
American Capital Advisory
Idaho
$534 -$494 -1 -50%
PWMG
1357
Private Wealth Management Group
New Jersey
$534
RPA
1358
Redwood Park Advisors
California
$534
LFA
1359
LGT Financial Advisors
Texas
$534 +$494 +1 New
YDMI
1360
Y.D. More Investments
Israel
$139 -$24.2K -49 -36%
AM
1361
AGF Management
Ontario, Canada
-$152M -313,966 Closed
FCI
1362
Financial Counselors Inc
Kansas
-$51.9M -107,141 Closed
SGAM
1363
Smith Group Asset Management
Texas
-$34.9M -72,083 Closed
Voloridge Investment Management
1364
Voloridge Investment Management
Florida
-$29.8M -61,487 Closed
PI
1365
PGGM Investments
Netherlands
-$15.6M -32,237 Closed
CF
1366
Corebridge Financial
Texas
-$13M -26,751 Closed
RPI
1367
Railway Pension Investments
United Kingdom
-$6.2M -12,800 Closed
USAA
1368
United Services Automobile Association
Texas
-$6.03M -12,503 Closed
CG
1369
Castellan Group
Kentucky
-$5.31M -10,970 Closed
QP
1370
Quartz Partners
New York
-$3.32M -6,858 Closed
OTL
1371
Oak Thistle LLC
New York
-$3.1M -6,394 Closed
MPA
1372
Marvin & Palmer Associates
Delaware
-$3.09M -6,384 Closed
QC
1373
Quadrature Capital
United Kingdom
-$2.9M -5,997 Closed
ECM
1374
Element Capital Management
New York
-$2.61M -5,400 Closed
AC
1375
Allstate Corporation
Illinois
-$2.51M -5,182 Closed

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.