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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
UB
526
UMB Bank
Missouri
$1.62M
NMIMC
527
Northwestern Mutual Investment Management Company
Wisconsin
$1.62M
TMAM
528
Tokio Marine Asset Management
Japan
$1.62M
PAM
529
Palisade Asset Management
Minnesota
$1.62M
HNB
530
Huntington National Bank
Ohio
$1.62M
TCOV
531
Trust Company of Vermont
Vermont
$1.62M
GCM
532
Graham Capital Management
Connecticut
$1.61M
CIC
533
Chase Investment Counsel
Virginia
$1.6M
CC
534
Courier Capital
New York
$1.6M
TIAA Trust, National Association
535
TIAA Trust, National Association
North Carolina
$1.6M
NW
536
NewEdge Wealth
Pennsylvania
$1.59M
VIA
537
Virtus Investment Advisers
Connecticut
$1.59M
HAG
538
HighPoint Advisor Group
Illinois
$1.56M
SCA
539
Sandy Cove Advisors
Massachusetts
$1.56M
KWM
540
Kingsview Wealth Management
Oregon
$1.55M
MKA
541
M. Kulyk & Associates
Georgia
$1.53M
MGWM
542
Marks Group Wealth Management
Minnesota
$1.53M
LA
543
LBP AM
France
$1.53M
ONST
544
Old North State Trust
North Carolina
$1.53M
SAM
545
Smartleaf Asset Management
Massachusetts
$1.53M
WI
546
WBI Investments
New Jersey
$1.52M
4WM
547
44 Wealth Management
Oregon
$1.52M
FPL
548
Fortress Private Ledger
North Carolina
$1.52M
NWAG
549
Net Worth Advisory Group
Utah
$1.47M
BPA
550
Beacon Pointe Advisors
California
$1.47M