Ameriprise Financial

AMP • NYSE

Ameriprise Financial is a asset management company in the financial services sector on NYSE, led by James Cracchiolo, with a market cap of $47.2B. As of Q3 2025, 84% of shares are held by 1,315 institutional investors, with VANGUARD GROUP INC as the largest holder at 13.12%.

CEOJames Cracchiolo

Market Cap$47.2B

Asset Management

Financial Services

Employees13.8K

Websiteameriprise.com

Country

United States of America

Overview

Overview of institutional ownership in AMP as of Q3 2025 with a market cap of $46.3B

All Institutions

Institutions: 1,315
Value Held: $38.7B
Shares Held: 78.8M
Avg Position: $29.4M
Median Position: $793.5K

Hedge Funds

Hedge Funds: 75
Value Held: $1.3B
Shares Held: 2.6M
Avg Position: $16.9M
Median Position: $1.8M

Ownership Breakdown

Institutional (non-HF)

80.81%

$37.4B

Hedge Funds

2.73%

$1.3B

Retail & Other

16.46%

$7.6B

Based on market cap of $46.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AMP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$6.1B 0.09% of portfolio	13.12% 12.4M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$4.4B 0.08% of portfolio	9.54% 9.0M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$2.4B 0.15% of portfolio	5.10% 4.8M shares	≤ Q2 2013 Held for 12y 6m+	$1.56T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$2.2B 0.08% of portfolio	4.69% 4.4M shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$1.4B 0.09% of portfolio	3.01% 2.8M shares	≤ Q2 2013 Held for 12y 6m+	$1.57T
Aristotle Capital Management, LLC Long Only Manager	Howard Roy Gleicher CEO	$1.2B 2.46% of portfolio	2.58% 2.4M shares	Q2 2016 Held for 9y 6m	$48.5B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.1B 0.07% of portfolio	2.33% 2.2M shares	≤ Q2 2013 Held for 12y 6m+	$1.65T
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$609.1M 0.08% of portfolio	1.32% 1.2M shares	≤ Q2 2013 Held for 12y 6m+	$782.03B
Robeco Investment Management, Inc. Long Only Manager	Joseph Francis Feeney CEO	$586.1M 0.60% of portfolio	1.27% 1.2M shares	Q3 2018 Held for 7y 3m	$97.8B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$524.4M 0.08% of portfolio	1.13% 1.1M shares	≤ Q2 2013 Held for 12y 6m+	$691.37B

Net Capital Flow

Institutional buying and selling activity for AMP in Q3 2025

Traded: −$160.4M
Buyers: 541
Sellers: 578
Total Bought: +$2.3B
Total Sold: −$2.4B
Avg Position: $27.2M

Biggest Buyers

Institution	Net Bought	Current Position
J JANE STREET GROUP, LLC Institution	+$227.7M +463.4K shares	$273.2M 556.1K shares
Q Qube Research & Technologies Ltd Institution	+$135.4M +275.7K shares	$231.8M 471.9K shares
M Man Group plc Institution	+$118.7M +241.7K shares	$136.0M 276.8K shares
FEDERATED INVESTORS INC /PA/ Long Only Manager	+$107.6M +219.1K shares	$474.6M 966.2K shares
C Close Asset Management Ltd Institution	+$99.8M +203.3K shares	$227.5M 463.1K shares
Woodline Partners LP Hedge Fund•Long/Short	+$89.9M +183.0K shares	$95.0M 193.3K shares
P Prana Capital Management, LP Hedge Fund•Long/Short	+$89.7M +182.6K shares	$89.7M 182.6K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$79.0M +160.9K shares	$201.7M 410.6K shares
D D. E. Shaw & Co., Inc. Institution	+$66.2M +134.7K shares	$66.2M 134.7K shares
Marshall Wace LLP Institution	+$65.1M +132.5K shares	$71.2M 145.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
JPMORGAN CHASE & CO Institution	−$720.4M −1.5M shares	$2.4B 4.8M shares
BlackRock, Inc. Institution	−$242.3M −493.3K shares	$4.4B 9.0M shares
UBS Group AG Institution	−$110.4M −224.7K shares	$517.7M 1.1M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$109.5M −223.0K shares	$485.4M 988.1K shares
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	−$90.7M −184.7K shares	$44.4M 90.3K shares
A AXA Institution	−$76.4M −143.2K shares	Sold Off 0 shares
T TCW GROUP INC Institution	−$62.4M −116.9K shares	Sold Off 0 shares
Aristotle Capital Management, LLC Long Only Manager	−$57.9M −117.9K shares	$1.2B 2.4M shares
L Laurel Wealth Advisors LLC RIA/Wealth	−$50.4M −94.5K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$45.7M −92.9K shares	$1.1B 2.2M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AMP in Q3 2025

New Positions: 50
New Value: $35.7M
Exited Positions: 105
Exited Value: $285.4M

New Positions

Institution	Position Value
C Capitolis Liquid Global Markets LLC Private Equity	$13.8M 28.0K shares
KORNITZER CAPITAL MANAGEMENT INC /KS Long Only Manager	$5.7M 11.5K shares
A ABC ARBITRAGE SA Institution	$2.7M 5.4K shares
D Delta Global Management LP Hedge Fund•Market Neutral	$2.5M 5.1K shares
E Equity Wealth Partners, LLC RIA/Wealth	$1.8M 3.6K shares
N NEVILLE RODIE & SHAW INC Long Only Manager	$1.3M 2.6K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$1.2M 2.4K shares
Integrated Quantitative Investments LLC Long Only Manager	$957.0K 1.9K shares
P Perbak Capital Partners LLP Institution	$843.5K 1.7K shares
T TEMA ETFS LLC Institution	$724.6K 1.5K shares

Exited Positions

Institution	Previous Position
A AXA Institution	$76.4M 143.2K shares
T TCW GROUP INC Institution	$62.4M 116.9K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$50.4M 94.5K shares
Boston Common Asset Management, LLC Long Only Manager	$20.3M 38.1K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$15.1M 28.3K shares
Groupe la Francaise Fund of Funds	$10.1M 19.1K shares
W Winton Capital Group Ltd Institution	$7.8M 14.5K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$6.2M 11.7K shares
DE BURLO GROUP INC RIA/Wealth	$4.6M 8.6K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$4.4M 8.2K shares

Options Activity

Institutions with the largest Call and Put options positions in AMP as of Q3 2025

Call Positions: 15
Call Value: $63.1M
Put Positions: 14
Put Value: $53.2M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$18.1M 368.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$16.1M 328.0 contracts
J JANE STREET GROUP, LLC Institution	$7.6M 155.0 contracts
C Cubist Systematic Strategies, LLC Institution	$6.3M 129.0 contracts
W WOLVERINE TRADING, LLC Institution	$5.7M 115.0 contracts
Interval Partners, LLC Hedge Fund•Long/Short	$5.2M 106.0 contracts
CITIGROUP INC Institution	$3.4M 70.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$294.8K 6.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$147.4K 3.0 contracts
Lebenthal Global Advisors, LLC RIA/Wealth	$49.1K 1.0 contracts

Put Positions

Institution	Position Value
C Capula Management Ltd Institution	$12.4M 252.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$10.0M 204.0 contracts
CITIGROUP INC Institution	$9.3M 190.0 contracts
J JANE STREET GROUP, LLC Institution	$6.2M 127.0 contracts
C Cubist Systematic Strategies, LLC Institution	$6.0M 123.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$5.3M 107.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$1.8M 37.0 contracts
W WOLVERINE TRADING, LLC Institution	$999.2K 20.0 contracts
LEUCADIA NATIONAL CORP Institution	$491.3K 10.0 contracts
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$343.9K 7.0 contracts

Most Committed Institutions

Institutions with AMP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Philo Smith Capital Corp Hedge Fund•Sector	Michele Corridor Ogrady President	6.70% $24.0M	0.05% 48.9K shares	Q3 2021 Held for 4y 3m	$358.4M
B BOYAR ASSET MANAGEMENT INC Hedge Fund•Value	Mark Alan Boyar President	6.03% $9.5M	0.02% 19.4K shares	≤ Q2 2013 Held for 12y 6m+	$158.0M
LYRICAL ASSET MANAGEMENT LP Private Equity	Andrew Brian Wellington CIO	5.26% $373.1M	0.81% 759.5K shares	≤ Q2 2013 Held for 12y 6m+	$7.1B
C Close Asset Management Ltd Institution	-	5.10% $227.5M	0.49% 463.1K shares	Q1 2021 Held for 4y 9m	$4.5B
Maj Invest Holding A/S Real Assets	Benjamin Jason Weprin CEO	4.99% $145.9M	0.32% 297.0K shares	Q3 2024 Held for 1y 3m	$2.9B
E EDMP, INC. RIA/Wealth	Julie Cycenas Carnevale President	3.06% $3.9M	0.01% 7.9K shares	Q1 2015 Held for 10y 9m	$126.2M
P Prana Capital Management, LP Hedge Fund•Long/Short	Peter Barnett Seuss Partner	2.99% $89.7M	0.19% 182.6K shares	Q3 2025 Held for 3 months	$3.0B
Alley Investment Management Company, LLC RIA/Wealth	Steven James Alley Founder	2.96% $25.5M	0.06% 52.0K shares	Q1 2022 Held for 3y 9m	$861.2M
Gs Investments, Inc. RIA/Wealth	Glenn Steinke Managing Partner	2.69% $5.4M	0.01% 11.1K shares	Q2 2017 Held for 8y 6m	$202.0M
Aristotle Capital Management, LLC Long Only Manager	Howard Roy Gleicher CEO	2.46% $1.2B	2.58% 2.4M shares	Q2 2016 Held for 9y 6m	$48.5B

Hedge Fund Spotlight

Discover hedge funds investing in AMP

Entropy Technologies, LP

Hedge Fund • Quant Macro

Portfolio ManagerArjun Rajan Modi

Portfolio Value: $1.3B
Positions: 787
Last Reported: Q3 2025

Sector Allocation

Position in Ameriprise Financial

Market Value: $7.4M
Shares Held: 15.1K
Portfolio Weight: 0.55%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Micron Technology MU	Semiconductors Technology	$13.2M	0.98%
2 Chevron CVX	Oil & Gas Integrated Energy	$13.0M	0.97%
3 Visa V	Financial - Credit Services Financial Services	$13.0M	0.97%