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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
AWC
576
Abundance Wealth Counselors
Pennsylvania
$1.24M
MWM
577
MorganRosel Wealth Management
Colorado
$1.21M
CI Investments Inc
578
CI Investments Inc
Ontario, Canada
$1.2M
SCM
579
SKBA Capital Management
California
$1.2M
BW
580
Basepoint Wealth
Iowa
$1.2M
SCTC
581
Sanibel Captiva Trust Company
Florida
$1.18M
WIS
582
Wright Investors Service
Connecticut
$1.18M
EGM
583
Engineers Gate Manager
New York
$1.16M
KA
584
Kintegral Advisory
New York
$1.16M
GIA
585
Gateway Investment Advisers
Ohio
$1.16M
P
586
Pitcairn
Pennsylvania
$1.14M
WANY
587
Wealthspire Advisors (New York)
New York
$1.14M
MSA
588
MUFG Securities Americas
New York
$1.13M
FMTC
589
Farmers & Merchants Trust Company
California
$1.12M
RA
590
RFG Advisory
Alabama
$1.12M
CCIA
591
Campbell & Co Investment Adviser
Maryland
$1.11M
GWA
592
Gratus Wealth Advisors
Virginia
$1.11M
VFA
593
Valeo Financial Advisors
Indiana
$1.1M
PCS
594
Personal CFO Solutions
New Jersey
$1.09M
FCG
595
Fielder Capital Group
Tennessee
$1.09M
AWA
596
Adapt Wealth Advisors
Georgia
$1.09M
FCFC
597
First Commonwealth Financial Corp
Pennsylvania
$1.09M
SW
598
Simplicity Wealth
New Jersey
$1.09M
AAM
599
Advisors Asset Management
Colorado
$1.08M
RRA
600
Round Rock Advisors
Connecticut
$1.08M