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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 %
WLIM
1426
White Lighthouse Investment Management
Massachusetts
– -$213K -400 Closed
AWCI
1427
Alpine Woods Capital Investors
New York
– -$213K -400 Closed
BBW
1428
Blue Barn Wealth
Utah
– -$212K -398 Closed
AAS
1429
Annex Advisory Services
Wisconsin
– -$212K -398 Closed
NA
1430
Navellier & Associates
Nevada
– -$210K -394 Closed
MIM
1431
Morningstar Investment Management
Illinois
– -$209K -393 Closed
MIC
1432
Means Investment Company
Maine
– -$207K -389 Closed
AWM
1433
Aberdeen Wealth Management
Illinois
– -$206K -386 Closed
CHP
1434
Cable Hill Partners
Oregon
– -$205K -385 Closed
CCA
1435
Cobblestone Capital Advisors
New York
– -$204K -383 Closed
AFG
1436
Allegheny Financial Group
Pennsylvania
– -$201K -376 Closed
SC
1437
Stance Capital
Massachusetts
– -$179K -336 Closed
CBT
1438
CoreFirst Bank & Trust
Kansas
– -$169K -317 Closed
LDB
1439
Lee, Danner & Bass
Tennessee
– -$144K -271 Closed
MFG
1440
Mendota Financial Group
Wisconsin
– -$124K -232 Closed
VWM
1441
Venturi Wealth Management
Texas
– -$104K -196 Closed
KI
1442
Kapitalo Investimentos
Brazil
– -$103K -193 Closed
OC
1443
Oarsman Capital
Wisconsin
– -$72.9K -137 Closed
PCWA
1444
Pacific Capital Wealth Advisors
California
– -$71.9K -135 Closed
FF
1445
Friedenthal Financial
New Jersey
– -$57.5K -108 Closed
WWA
1446
Wingate Wealth Advisors
Massachusetts
– -$29.8K -56 Closed
PWA
1447
Physician Wealth Advisors
Utah
– -$27.2K -51 Closed
MB
1448
Mizuho Bank
Japan
– -$26.6K -50 Closed
UOTTAIMCU
1449
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$25.6K -48 Closed
FLP
1450
Financial Life Planners
Arizona
– -$21.2K -40 Closed
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