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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
PWM
351
Perigon Wealth Management
California
$4.14M
SFM
352
Signet Financial Management
New Jersey
$4.13M
FDCDDQ
353
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.11M
OAC
354
OMERS Administration Corp
Ontario, Canada
$4.1M
Vontobel Holding
355
Vontobel Holding
Switzerland
$4.05M
FNBT
356
FineMark National Bank & Trust
Florida
$4M
AV
357
ASR Vermogensbeheer
Netherlands
$3.99M
TBA
358
Tower Bridge Advisors
Pennsylvania
$3.98M
BHCM
359
Brevan Howard Capital Management
Jersey
$3.96M
DIA
360
Dean Investment Associates
Ohio
$3.95M
GLR
361
Great Lakes Retirement
Ohio
$3.95M
GLA
362
Great Lakes Advisors
Illinois
$3.93M
SFA
363
Sequoia Financial Advisors
Ohio
$3.92M
MCM
364
MAI Capital Management
Ohio
$3.91M
AF
365
Avanza Fonder
Sweden
$3.84M
BCWM
366
Bartlett & Co Wealth Management
Ohio
$3.8M
VF
367
Virtu Financial
New York
$3.79M
FB
368
Fulton Bank
Pennsylvania
$3.78M
CC
369
Centiva Capital
New York
$3.77M
VCM
370
Voleon Capital Management
California
$3.71M
JIC
371
Johnson Investment Counsel
Ohio
$3.66M
SF
372
Summit Financial
New Jersey
$3.65M
RCM
373
Radnor Capital Management
Pennsylvania
$3.64M
GDP
374
Great Diamond Partners
Maine
$3.63M
SM
375
Sciencast Management
New Jersey
$3.61M