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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 %
IWA
1376
IBEX Wealth Advisors
New Jersey
– -$833K -1,565 Closed
PCM
1377
Polymer Capital Management
New York
– -$825K -1,550 Closed
JG
1378
Jain Global
New York
– -$816K -1,533 Closed
CBA
1379
Coastal Bridge Advisors
Connecticut
– -$797K -1,497 Closed
PCP
1380
Pacific Capital Partners
– -$730K -1,372 Closed
QC
1381
Quantessence Capital
New York
– -$725K -1,362 Closed
NCFG
1382
New Century Financial Group
New Jersey
– -$698K -1,303 Closed
ACM
1383
Aster Capital Management
United Arab Emirates
– -$677K -1,272 Closed
FWM
1384
FFT Wealth Management
Pennsylvania
– -$640K -1,201 Closed
Balyasny Asset Management
1385
Balyasny Asset Management
Illinois
– -$633K -1,189 Closed
I
1386
INVST
Indiana
– -$571K -1,073 Closed
AFM
1387
Armstrong Fleming & Moore
District of Columbia
– -$532K -1,000 Closed
SRL
1388
Scientech Research LLC
New Jersey
– -$521K -978 Closed
RS
1389
R Squared
Hong Kong
– -$490K -920 Closed
AA
1390
ALPS Advisors
Colorado
– -$426K -800 Closed
WPW
1391
Waldron Private Wealth
Pennsylvania
– -$423K -794 Closed
SGI
1392
Summit Global Investments
Utah
– -$422K -792 Closed
CCG
1393
Catalina Capital Group
California
– -$420K -789 Closed
DZ Bank
1394
DZ Bank
Germany
– -$415K -780 Closed
OF
1395
Optimize Financial
California
– -$395K -742 Closed
FNT
1396
First National Trust
Pennsylvania
– -$382K -717 Closed
VBFP
1397
Valtinson Bruner Financial Planning
Minnesota
– -$377K -708 Closed
PGFC
1398
Peapack-Gladstone Financial Corp
New Jersey
– -$374K -702 Closed
Walleye Trading
1399
Walleye Trading
New York
– -$362K -679 Closed
TNBTD
1400
Trustmark National Bank Trust Department
Mississippi
– -$348K -653 Closed
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