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Ameriprise Financial

1,354 hedge funds and large institutions have $39.6B invested in Ameriprise Financial in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 488 increasing their positions, 481 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 1,3791,354 (-25)

10% less capital invested

Capital invested by funds: $44.1B → $39.6B (-$4.47B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$65.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MKA
551
M. Kulyk & Associates
Georgia
$1.39M
MGWM
552
Marks Group Wealth Management
Minnesota
$1.39M
IWC
553
Integrated Wealth Concepts
Massachusetts
$1.39M
4WM
554
44 Wealth Management
Oregon
$1.39M
CFG
555
Citizens Financial Group
Rhode Island
$1.37M
NWAG
556
Net Worth Advisory Group
Utah
$1.37M
KRSITF
557
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.35M
MWM
558
MorganRosel Wealth Management
Colorado
$1.34M
HAG
559
HighPoint Advisor Group
Illinois
$1.34M
SF
560
Synovus Financial
Georgia
$1.34M
EWA
561
EP Wealth Advisors
California
$1.33M
MAM
562
Meeder Asset Management
Ohio
$1.33M
Verition Fund Management
563
Verition Fund Management
Connecticut
$1.33M
RIM
564
Redwood Investment Management
Arizona
$1.32M
BFM
565
Boothbay Fund Management
New York
$1.32M
RAM
566
Ramirez Asset Management
New York
$1.32M
Fayez Sarofim & Co
567
Fayez Sarofim & Co
Texas
$1.31M
CI
568
Cavalier Investments
Georgia
$1.31M
OIA
569
OneDigital Investment Advisors
Kansas
$1.31M
ONST
570
Old North State Trust
North Carolina
$1.31M
HPC
571
HM Payson & Co
Maine
$1.31M
ACP
572
Argyle Capital Partners
California
$1.3M
SCTC
573
Sanibel Captiva Trust Company
Florida
$1.29M
SAM
574
Smartleaf Asset Management
Massachusetts
$1.28M
GCM
575
Gator Capital Management
Florida
$1.26M