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Ameriprise Financial
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Overview Fund Activity

1,339 hedge funds and large institutions have $42.9B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 458 increasing their positions, 498 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,339
Holders Change
-10
Holders Change %
-0.74%
% of All Funds
17.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
118
Increased
458
Reduced
498
Closed
99
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.35B
2
Millennium Management
Millennium Management
New York
$133M
3
Barclays
Barclays
United Kingdom
$206M
4
Federated Hermes
Federated Hermes
Pennsylvania
$399M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$262M

Top Sellers

1
UBS AM
UBS AM
Illinois
$646M
2
Aristotle Capital Management
Aristotle Capital Management
California
$1.36B
3
AM
AGF Management
Ontario, Canada
$0
4
AI
Axiom Investors
Connecticut
$5.54M
5
First Trust Advisors
First Trust Advisors
Illinois
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.64B +$59.5M +111,386 +0.9%
BlackRock
2
BlackRock
New York
$5.06B +$24.3M +45,489 +0.5%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.35B +$238M +446,080 +8%
State Street
4
State Street
Massachusetts
$2.35B -$45.4M -85,129 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.5B +$25.3M +47,584 +2%
Aristotle Capital Management
6
Aristotle Capital Management
California
$1.36B -$329M -616,166 -19%
Morgan Stanley
7
Morgan Stanley
New York
$1.22B -$107K -200 -0%
Norges Bank
8
Norges Bank
Norway
$694M +$694M +1,299,788 New
UBS Group
9
UBS Group
Switzerland
$682M -$46.1M -86,423 -6%
Northern Trust
10
Northern Trust
Illinois
$663M +$2.93M +5,493 +0.4%
UBS AM
11
UBS AM
Illinois
$646M -$552M -1,033,668 -46%
Boston Partners
12
Boston Partners
Massachusetts
$630M +$18.9M +35,500 +3%
NL
13
Nuveen LLC
North Carolina
$574M +$56.3M +105,554 +11%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$572M -$9.43M -17,664 -2%
Goldman Sachs
15
Goldman Sachs
New York
$563M -$69.9M -130,895 -11%
Invesco
16
Invesco
Georgia
$473M +$38M +71,109 +9%
Deutsche Bank
17
Deutsche Bank
Germany
$447M +$9.39M +17,602 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$442M -$41M -76,817 -8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$428M -$18.1M -33,837 -4%
Federated Hermes
20
Federated Hermes
Pennsylvania
$399M +$73M +136,761 +22%
LAM
21
Lyrical Asset Management
New York
$385M -$35.6M -66,700 -8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$369M -$22.7M -42,595 -6%
Bank of America
23
Bank of America
North Carolina
$351M -$47.9M -89,781 -12%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$334M -$10.9M -20,475 -3%
Charles Schwab
25
Charles Schwab
California
$323M +$1.86M +3,493 +0.6%
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