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Ameriprise Financial

1,344 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 433 increasing their positions, 482 reducing their positions, and 107 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $43B → $38.9B (-$4.06B)

10% less repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 482

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KOCAA
326
Knights of Columbus Asset Advisors
Connecticut
$4.98M
SWA
327
SOA Wealth Advisors
New York
$4.93M
HWM
328
Hohimer Wealth Management
Washington
$4.93M
AUB
329
Atlantic Union Bankshares
Virginia
$4.87M
DT
330
Diversified Trust
Tennessee
$4.86M
BWM
331
Bulltick Wealth Management
Florida
$4.77M
A
332
AustralianSuper
Australia
$4.72M
Kayne Anderson Rudnick Investment Management
333
Kayne Anderson Rudnick Investment Management
California
$4.71M
TWC
334
TD Waterhouse Canada
Ontario, Canada
$4.7M
IC
335
IEQ Capital
California
$4.69M
ET
336
Equitable Trust
Tennessee
$4.62M
MCM
337
MAI Capital Management
Ohio
$4.57M
BC
338
Burney Company
Virginia
$4.55M
UM
339
UniSuper Management
Australia
$4.54M
KAS
340
Kestra Advisory Services
Texas
$4.52M
AI
341
Atria Investments
North Carolina
$4.46M
CB
342
Cadence Bank
Mississippi
$4.43M
ASN
343
Advisory Services Network
Georgia
$4.39M
YIH
344
Y-Intercept (HK)
Hong Kong
$4.38M
JWM
345
Jackson Wealth Management
Florida
$4.38M
SM
346
Sciencast Management
New Jersey
$4.38M
Vontobel Holding
347
Vontobel Holding
Switzerland
$4.37M
BCI
348
Brinker Capital Investments
Pennsylvania
$4.35M
QCG
349
Quadrant Capital Group
Ohio
$4.35M
RCIM
350
Red Cedar Investment Management
Michigan
$4.28M