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Ameriprise Financial

1,350 hedge funds and large institutions have $43B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 462 increasing their positions, 500 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

0.97% less ownership

Funds ownership: 85.52%84.55% (-0.97%)

8% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 500

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$55.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
301
American Assets Investment Management
California
$6M
AC
302
Arjuna Capital
North Carolina
$5.87M
NP
303
NorthRock Partners
Minnesota
$5.85M
EP
304
Edgestream Partners
New Jersey
$5.82M
Bank of Nova Scotia
305
Bank of Nova Scotia
Ontario, Canada
$5.78M
VT
306
Vise Technologies
New York
$5.74M
GI
307
GAMCO Investors
Connecticut
$5.71M
RCIM
308
Red Cedar Investment Management
Michigan
$5.62M
AI
309
Axiom Investors
Connecticut
$5.54M
AUB
310
Atlantic Union Bankshares
Virginia
$5.54M
HWM
311
Hohimer Wealth Management
Washington
$5.51M
WP
312
Woodline Partners
California
$5.5M
KCM
313
Kerusso Capital Management
North Carolina
$5.48M
CGH
314
Crossmark Global Holdings
Texas
$5.39M
BFG
315
Birch Financial Group
New Hampshire
$5.37M
SWA
316
SOA Wealth Advisors
New York
$5.35M
KAS
317
Kestra Advisory Services
Texas
$5.3M
ASN
318
Advisory Services Network
Georgia
$5.21M
TWC
319
TD Waterhouse Canada
Ontario, Canada
$5.2M
BWM
320
Bulltick Wealth Management
Florida
$5.19M
AI
321
Atria Investments
North Carolina
$5.16M
Lido Advisors
322
Lido Advisors
California
$5.12M
ET
323
Equitable Trust
Tennessee
$5.02M
CB
324
Cadence Bank
Mississippi
$4.99M
BC
325
Burney Company
Virginia
$4.87M