We are live on ! Find out more
AMP icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.96B -$22.8M -43,488 -0.4%
BlackRock
2
BlackRock
New York
$4.57B +$166M +316,744 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.82B +$537M +1,023,002 +21%
State Street
4
State Street
Massachusetts
$2.17B +$3.19M +6,080 +0.1%
Aristotle Capital Management
5
Aristotle Capital Management
California
$1.53B -$43.3M -82,556 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.34B +$64.6M +123,217 +5%
Morgan Stanley
7
Morgan Stanley
New York
$1.11B +$18.2M +34,740 +2%
UBS AM
8
UBS AM
Illinois
$1.09B +$418M +796,925 +55%
UBS Group
9
UBS Group
Switzerland
$661M -$43.2M -82,422 -6%
Norges Bank
10
Norges Bank
Norway
$623M -$4.38M -8,353 -0.6%
Northern Trust
11
Northern Trust
Illinois
$599M -$16.5M -31,488 -2%
Goldman Sachs
12
Goldman Sachs
New York
$574M +$130M +247,631 +26%
Boston Partners
13
Boston Partners
Massachusetts
$554M -$115M -219,808 -16%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$527M -$37.4M -71,301 -6%
N
15
Nuveen
North Carolina
$469M -$87.5M -166,742 -15%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$438M -$8.83M -16,828 -2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$405M -$78.7M -150,060 -15%
Deutsche Bank
18
Deutsche Bank
Germany
$397M -$24.3M -46,401 -5%
Invesco
19
Invesco
Georgia
$394M -$33.4M -63,622 -7%
LAM
20
Lyrical Asset Management
New York
$381M -$9.95M -18,968 -2%
Bank of America
21
Bank of America
North Carolina
$362M +$16.8M +31,985 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$355M +$4.11M +7,840 +1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$313M -$6.54M -12,470 -2%
Federated Hermes
24
Federated Hermes
Pennsylvania
$295M +$48.6M +92,653 +18%
Legal & General Group
25
Legal & General Group
United Kingdom
$293M +$19.3M +36,721 +6%

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.