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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
DT
326
Diversified Trust
Tennessee
$4.77M
BCM
327
BTC Capital Management
Iowa
$4.75M
QCG
328
Quadrant Capital Group
Ohio
$4.73M
IMCOOI
329
Investment Management Corp of Ontario (IMCO)
Canada
$4.71M
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$4.68M
BCI
331
Brinker Capital Investments
Pennsylvania
$4.67M
Kayne Anderson Rudnick Investment Management
332
Kayne Anderson Rudnick Investment Management
California
$4.64M
DBG
333
De Burlo Group
Massachusetts
$4.58M
BIM
334
Bridges Investment Management
Nebraska
$4.58M
CTA
335
Chesley Taft & Associates
Illinois
$4.58M
JWM
336
Jackson Wealth Management
Florida
$4.56M
Pacer Advisors
337
Pacer Advisors
Pennsylvania
$4.55M
NIM
338
NEOS Investment Management
Connecticut
$4.5M
FCM
339
Fourpath Capital Management
Oklahoma
$4.43M
OPERF
340
Oregon Public Employees Retirement Fund
Oregon
$4.39M
TPSF
341
Texas Permanent School Fund
Texas
$4.37M
TPCW
342
TD Private Client Wealth
New York
$4.36M
HH
343
Hilltop Holdings
Texas
$4.35M
EI
344
EDMP Inc
Florida
$4.27M
CWP
345
Cyndeo Wealth Partners
Florida
$4.25M
FPW
346
Fairvoy Private Wealth
Alabama
$4.24M
KIM
347
Kestra Investment Management
Texas
$4.2M
UM
348
UniSuper Management
Australia
$4.18M
Baird Financial Group
349
Baird Financial Group
Wisconsin
$4.17M
Verition Fund Management
350
Verition Fund Management
Connecticut
$4.14M