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Ameriprise Financial

1,348 hedge funds and large institutions have $42.9B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 461 increasing their positions, 500 reducing their positions, and 101 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:

0.88% less ownership

Funds ownership: 85.49%84.61% (-0.88%)

8% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 500

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
AIM
451
Achmea Investment Management
Netherlands
$2.3M
EFM
452
Eley Financial Management
Vermont
$2.28M
SAM
453
Shell Asset Management
Netherlands
$2.28M
BDLIB
454
Banque de Luxembourg Investments (BLI)
Luxembourg
$2.27M
PFM
455
Patton Fund Management
Texas
$2.26M
GF
456
Gabelli Funds
New York
$2.25M
UCFA
457
United Capital Financial Advisors
Texas
$2.24M
GRP
458
Global Retirement Partners
California
$2.23M
CT
459
Caldwell Trust
Florida
$2.21M
GCP
460
GSA Capital Partners
United Kingdom
$2.2M
XT
461
XTX Topco
Cayman Islands
$2.19M
LTAS
462
Linden Thomas Advisory Services
North Carolina
$2.19M
ZF
463
Zhang Financial
Michigan
$2.19M
TA
464
TruWealth Advisors
Louisiana
$2.17M
PIM
465
Plato Investment Management
Australia
$2.15M
SW
466
SVB Wealth
Massachusetts
$2.14M
PGCM
467
Prescott Group Capital Management
Oklahoma
$2.13M
CA
468
Clearstead Advisors
Ohio
$2.1M
FTWA
469
Fifth Third Wealth Advisors
Ohio
$2.09M
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$2.09M
CP
471
Covenant Partners
Tennessee
$2.07M
MCM
472
Manchester Capital Management
Vermont
$2.07M
TIAAOA
473
Teachers Insurance & Annuity Association of America
New York
$2.07M
JCM
474
Jacobi Capital Management
Pennsylvania
$2.06M
CB
475
CNB Bank
Pennsylvania
$2.05M