AMP icon

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
18.34%
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.96B -$21.1M -43,488 -0.4%
BlackRock
2
BlackRock
New York
$4.57B +$153M +316,744 +3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.82B +$495M +1,023,002 +21%
State Street
4
State Street
Massachusetts
$2.17B +$2.94M +6,080 +0.1%
Aristotle Capital Management
5
Aristotle Capital Management
California
$1.53B -$40M -82,556 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.34B +$59.5M +123,217 +5%
Morgan Stanley
7
Morgan Stanley
New York
$1.11B +$16.8M +34,740 +2%
UBS AM
8
UBS AM
Illinois
$1.09B +$386M +796,925 +55%
UBS Group
9
UBS Group
Switzerland
$661M -$39.9M -82,422 -6%
Northern Trust
10
Northern Trust
Illinois
$599M -$15.2M -31,488 -2%
Goldman Sachs
11
Goldman Sachs
New York
$574M +$120M +247,631 +26%
Boston Partners
12
Boston Partners
Massachusetts
$554M -$106M -219,808 -16%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$527M -$34.5M -71,301 -6%
NL
14
Nuveen LLC
North Carolina
$469M +$469M +969,478 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$438M -$8.15M -16,828 -2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$405M -$72.6M -150,060 -15%
Deutsche Bank
17
Deutsche Bank
Germany
$397M -$22.5M -46,401 -5%
Invesco
18
Invesco
Georgia
$394M -$30.8M -63,622 -7%
LAM
19
Lyrical Asset Management
New York
$381M -$9.18M -18,968 -2%
Bank of America
20
Bank of America
North Carolina
$362M +$15.5M +31,985 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$355M +$3.8M +7,840 +1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$313M -$6.04M -12,470 -2%
Federated Hermes
23
Federated Hermes
Pennsylvania
$295M +$44.9M +92,653 +18%
Legal & General Group
24
Legal & General Group
United Kingdom
$293M +$17.8M +36,721 +6%
Charles Schwab
25
Charles Schwab
California
$291M -$170K -351 -0.1%
1
2 3 4 5