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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 %
CFGS
1401
Concourse Financial Group Securities
Alabama
– -$361K -643 Closed
AT
1402
American Trust
Kentucky
– -$325K -610 Closed
AWA
1403
Authentikos Wealth Advisory
California
– -$319K -600 Closed
GCM
1404
Gallacher Capital Management
Colorado
– -$311K -585 Closed
FI
1405
FWG Investments
Kentucky
– -$307K -576 Closed
DS
1406
DRW Securities
Illinois
– -$290K -545 Closed
BWP
1407
Baldwin Wealth Partners
Massachusetts
– -$277K -520 Closed
AWM
1408
Avior Wealth Management
Nebraska
– -$267K -501 Closed
OP
1409
ORG Partners
Indiana
– -$256K -481 Closed
AG
1410
AlTi Global
New York
– -$245K -460 Closed
C
1411
Croban
Ohio
– -$233K -438 Closed
IF
1412
Intrua Financial
Texas
– -$230K -431 Closed
LAM
1413
Longboard Asset Management
Arizona
– -$229K -430 Closed
OFS
1414
Orrstown Financial Services
Pennsylvania
– -$229K -430 Closed
QPWM
1415
Quadrant Private Wealth Management
Pennsylvania
– -$227K -426 Closed
CIP
1416
Convergence Investment Partners
Florida
– -$226K -425 Closed
BC
1417
Bridgefront Capital
Texas
– -$221K -416 Closed
CIA
1418
Capital Investment Advisors
Georgia
– -$219K -412 Closed
TPWM
1419
Twelve Points Wealth Management
Massachusetts
– -$218K -409 Closed
AWM
1420
Aviso Wealth Management
Washington
– -$217K -408 Closed
AWA
1421
Amplius Wealth Advisors
Pennsylvania
– -$216K -406 Closed
WPP
1422
Whalerock Point Partners
Rhode Island
– -$214K -402 Closed
D.E. Shaw & Co
1423
D.E. Shaw & Co
New York
– -$213K -400 Closed
EGA
1424
E&G Advisors
Texas
– -$213K -400 Closed
MCM
1425
Mengis Capital Management
Oregon
– -$213K -400 Closed
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