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Ameriprise Financial

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: 1,3901,367 (-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: 2520 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1426
AlTi Global
New York
-$245K -460 Closed
C
1427
Croban
Ohio
-$233K -438 Closed
IF
1428
Intrua Financial
Texas
-$230K -431 Closed
LAM
1429
Longboard Asset Management
Arizona
-$229K -430 Closed
OFS
1430
Orrstown Financial Services
Pennsylvania
-$229K -430 Closed
QPWM
1431
Quadrant Private Wealth Management
Pennsylvania
-$227K -426 Closed
CIP
1432
Convergence Investment Partners
Florida
-$226K -425 Closed
BC
1433
Bridgefront Capital
Texas
-$221K -416 Closed
CIA
1434
Capital Investment Advisors
Georgia
-$219K -412 Closed
TPWM
1435
Twelve Points Wealth Management
Massachusetts
-$218K -409 Closed
AWM
1436
Aviso Wealth Management
Washington
-$217K -408 Closed
AWA
1437
Amplius Wealth Advisors
Pennsylvania
-$216K -406 Closed
WPP
1438
Whalerock Point Partners
Rhode Island
-$214K -402 Closed
RYIA
1439
Roehl & Yi Investment Advisors
Oregon
-$214K -401 Closed
AWCI
1440
Alpine Woods Capital Investors
New York
-$213K -400 Closed
D.E. Shaw & Co
1441
D.E. Shaw & Co
New York
-$213K -400 Closed
EGA
1442
E&G Advisors
Texas
-$213K -400 Closed
MCM
1443
Mengis Capital Management
Oregon
-$213K -400 Closed
WLIM
1444
White Lighthouse Investment Management
Massachusetts
-$213K -400 Closed
AAS
1445
Annex Advisory Services
Wisconsin
-$212K -398 Closed
BBW
1446
Blue Barn Wealth
Utah
-$212K -398 Closed
NA
1447
Navellier & Associates
Nevada
-$210K -394 Closed
MIM
1448
Morningstar Investment Management
Illinois
-$209K -393 Closed
MIC
1449
Means Investment Company
Maine
-$207K -389 Closed
AWM
1450
Aberdeen Wealth Management
Illinois
-$206K -386 Closed

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.