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Ameriprise Financial

1,155 hedge funds and large institutions have $32.8B invested in Ameriprise Financial in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 336 increasing their positions, 438 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+76
Holders Change %
+7.04%
% of All Funds
16.93%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
167
Increased
336
Reduced
438
Closed
72
Calls
$87.9M
Puts
$84.6M
Net Calls
+$3.28M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
401
Leisure Capital Management
California
$2.03M
FMWA
402
Forvis Mazars Wealth Advisors
Missouri
$2.02M -$169K -445 -8%
AEPWM
403
Atlantic Edge Private Wealth Management
Florida
$2.01M +$2.01M +5,297 New
TC
404
TownSquare Capital
Utah
$1.95M -$636K -1,675 -25%
MYLI
405
Meiji Yasuda Life Insurance
Japan
$1.93M +$494K +1,300 +34%
OC
406
Oppenheimer & Co
New York
$1.91M +$46K +121 +2%
BFS
407
Bradley Foster & Sargent
Connecticut
$1.89M +$128K +337 +7%
AWM
408
Apollon Wealth Management
South Carolina
$1.88M +$596K +1,570 +46%
EFM
409
Eley Financial Management
Vermont
$1.87M -$75.2K -198 -4%
CFB
410
Cullen/Frost Bankers
Texas
$1.85M -$63.8K -168 -3%
GT
411
Greenleaf Trust
Michigan
$1.85M +$37.2K +98 +2%
AWS
412
Atria Wealth Solutions
New York
$1.84M +$162K +426 +10%
FHB
413
First Hawaiian Bank
Hawaii
$1.8M -$35.7K -94 -2%
TA
414
TruWealth Advisors
Louisiana
$1.79M
A
415
AlphaQuest
New York
$1.79M +$1.79M +4,723 New
NFG
416
Nations Financial Group
Iowa
$1.78M +$66.9K +176 +4%
TWC
417
TD Waterhouse Canada
Ontario, Canada
$1.78M +$178K +429 +11%
AIA
418
Affinity Investment Advisors
California
$1.77M -$461K -1,214 -21%
VI
419
Vestcor Inc
New Brunswick, Canada
$1.77M -$7.6K -20 -0.4%
UCFA
420
United Capital Financial Advisors
Texas
$1.77M +$1.36M +3,582 +335%
Impax Asset Management Group
421
Impax Asset Management Group
United Kingdom
$1.76M
PCA
422
Peddock Capital Advisors
Massachusetts
$1.74M +$30.8K +81 +2%
RIA
423
Realta Investment Advisors
Delaware
$1.74M -$66.5K -175 -4%
MIA
424
MainStreet Investment Advisors
Illinois
$1.72M -$7.6K -20 -0.4%
CWM
425
Connecticut Wealth Management
Connecticut
$1.69M +$1.18M +3,114 +232%