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Ameriprise Financial

1,351 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, 501 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:

8% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 501

1% less ownership

Funds ownership: 85.62%84.62% (-1%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,351
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
PA
451
Parallel Advisors
California
$2.31M
CCM
452
Coldstream Capital Management
Washington
$2.31M
WCBA
453
Weaver C. Barksdale & Associates
Tennessee
$2.3M
AIM
454
Achmea Investment Management
Netherlands
$2.3M
EFM
455
Eley Financial Management
Vermont
$2.28M
SAM
456
Shell Asset Management
Netherlands
$2.28M
BDLIB
457
Banque de Luxembourg Investments (BLI)
Luxembourg
$2.27M
PFM
458
Patton Fund Management
Texas
$2.26M
GF
459
Gabelli Funds
New York
$2.25M
UCFA
460
United Capital Financial Advisors
Texas
$2.24M
GRP
461
Global Retirement Partners
California
$2.23M
CT
462
Caldwell Trust
Florida
$2.21M
GCP
463
GSA Capital Partners
United Kingdom
$2.2M
XT
464
XTX Topco
Cayman Islands
$2.19M
LTAS
465
Linden Thomas Advisory Services
North Carolina
$2.19M
ZF
466
Zhang Financial
Michigan
$2.19M
TA
467
TruWealth Advisors
Louisiana
$2.17M
PIM
468
Plato Investment Management
Australia
$2.15M
SW
469
SVB Wealth
Massachusetts
$2.14M
PGCM
470
Prescott Group Capital Management
Oklahoma
$2.13M
CA
471
Clearstead Advisors
Ohio
$2.1M
FTWA
472
Fifth Third Wealth Advisors
Ohio
$2.09M
LNWWM
473
Laird Norton Wetherby Wealth Management
California
$2.09M
CP
474
Covenant Partners
Tennessee
$2.07M
MCM
475
Manchester Capital Management
Vermont
$2.07M