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Ameriprise Financial

1,361 hedge funds and large institutions have $43B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 464 increasing their positions, 504 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $81.5M | Put options by funds: $55.2M

14% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 105

7% more capital invested

Capital invested by funds: $40.3B → $43B (+$2.72B)

0% less funds holding

Funds holding: 1,3661,361 (-5)

8% less repeat investments, than reductions

Existing positions increased: 464 | Existing positions reduced: 504

2.33% less ownership

Funds ownership: 87.03%84.7% (-2.3%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,361
Holders Change
-5
Holders Change %
-0.37%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
120
Increased
464
Reduced
504
Closed
105
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.64B +$55M +111,386 +0.9%
BlackRock
2
BlackRock
New York
$5.06B +$22.5M +45,489 +0.5%
JP Morgan Chase
3
JP Morgan Chase
New York
$3.35B +$220M +446,080 +8%
State Street
4
State Street
Massachusetts
$2.35B -$42.1M -85,129 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.5B +$23.5M +47,584 +2%
Aristotle Capital Management
6
Aristotle Capital Management
California
$1.36B -$304M -616,166 -19%
Morgan Stanley
7
Morgan Stanley
New York
$1.22B -$98.8K -200 -0%
Norges Bank
8
Norges Bank
Norway
$694M +$6.7M +13,563 +1%
UBS Group
9
UBS Group
Switzerland
$682M -$42.7M -86,423 -6%
Northern Trust
10
Northern Trust
Illinois
$663M +$2.71M +5,493 +0.4%
UBS AM
11
UBS AM
Illinois
$646M -$511M -1,033,668 -46%
Boston Partners
12
Boston Partners
Massachusetts
$630M +$17.5M +35,500 +3%
N
13
Nuveen
North Carolina
$574M +$52.2M +105,554 +11%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$572M -$8.73M -17,664 -2%
Goldman Sachs
15
Goldman Sachs
New York
$563M -$64.7M -130,895 -11%
Invesco
16
Invesco
Georgia
$473M +$35.1M +71,109 +9%
Deutsche Bank
17
Deutsche Bank
Germany
$447M +$8.7M +17,602 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$442M -$38M -76,817 -8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$428M -$16.7M -33,837 -4%
Federated Hermes
20
Federated Hermes
Pennsylvania
$399M +$67.6M +136,761 +22%
LAM
21
Lyrical Asset Management
New York
$385M -$33M -66,700 -8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$369M -$21M -42,595 -6%
Bank of America
23
Bank of America
North Carolina
$351M -$44.4M -89,781 -12%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$334M -$10.1M -20,475 -3%
Charles Schwab
25
Charles Schwab
California
$323M +$1.73M +3,493 +0.6%

AMP Hedge Fund Activity: Q2 2025 in Review

1,361 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2025, worth a combined $43B — up 6.7% from $40.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AMP positions and 105 closed out — a net gain of 15 holders — while 464 added to existing stakes and 504 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $220M. The largest seller was UBS AM, cutting an estimated $511M.

  • 1,361 institutional investors held Ameriprise Financial (AMP) as of Q2 2025, down from 1,366 in Q1 2025.
  • Funds reported $43B of Ameriprise Financial stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 120 funds opened new Ameriprise Financial positions in Q2 2025 and 105 closed out, a net change of +15 holders.
  • The largest Ameriprise Financial buyer in Q2 2025 was JP Morgan Chase, an estimated $220M added.
  • The largest Ameriprise Financial seller in Q2 2025 was UBS AM, an estimated $511M sold.

Based on aggregated 13F filings for Q2 2025.