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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
CHP
1451
Cable Hill Partners
Oregon
-$205K -385 Closed
CCA
1452
Cobblestone Capital Advisors
New York
-$204K -383 Closed
AFG
1453
Allegheny Financial Group
Pennsylvania
-$201K -376 Closed
SC
1454
Stance Capital
Massachusetts
-$179K -336 Closed
CBT
1455
CoreFirst Bank & Trust
Kansas
-$169K -317 Closed
LDB
1456
Lee, Danner & Bass
Tennessee
-$144K -271 Closed
MFG
1457
Mendota Financial Group
Wisconsin
-$124K -232 Closed
VWM
1458
Venturi Wealth Management
Texas
-$104K -196 Closed
KI
1459
Kapitalo Investimentos
Brazil
-$103K -193 Closed
OC
1460
Oarsman Capital
Wisconsin
-$72.9K -137 Closed
PCWA
1461
Pacific Capital Wealth Advisors
California
-$71.9K -135 Closed
FF
1462
Friedenthal Financial
New Jersey
-$57.5K -108 Closed
WWA
1463
Wingate Wealth Advisors
Massachusetts
-$29.8K -56 Closed
PWA
1464
Physician Wealth Advisors
Utah
-$27.2K -51 Closed
MB
1465
Mizuho Bank
Japan
-$26.6K -50 Closed
UOTTAIMCU
1466
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$25.6K -48 Closed
FLP
1467
Financial Life Planners
Arizona
-$21.2K -40 Closed
FIM
1468
FWL Investment Management
Texas
-$16K -30 Closed
CIAM
1469
Caitong International Asset Management
Hong Kong
-$13.3K -25 Closed
GWSG
1470
GPS Wealth Strategies Group
Colorado
-$11.7K -22 Closed
CAS
1471
Coppell Advisory Solutions
Texas
-$10.6K -20 Closed
SSB
1472
Sandy Spring Bank
Maryland
-$6.39K -12 Closed
CJ
1473
Caitlin John
Michigan
-$5.06K -9 Closed
SFCL
1474
Strengthening Families & Communities LLC
Massachusetts
-$4K -7 Closed
TPW
1475
Talon Private Wealth
Florida
-$2.13K -4 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.