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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
AWM
601
AE Wealth Management
Kansas
$1.04M
AC
602
AlphaCore Capital
California
$1.03M
CRC
603
Curi RMB Capital
Illinois
$1.02M
SC
604
Syon Capital
California
$1.02M
GAM
605
Gotham Asset Management
New York
$1.02M
WWM
606
Whalen Wealth Management
Nevada
$1.02M
WA
607
Waverly Advisors
Alabama
$1.01M
OTPPB
608
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.01M
HI
609
Horizon Investments
North Carolina
$1.01M
FC
610
Farringdon Capital
United Kingdom
$1M
PP
611
Prudential plc
United Kingdom
$1M
FCBT
612
First Citizens Bank & Trust
North Carolina
$1,000K
MGIA
613
Moneta Group Investment Advisors
Missouri
$998K
IAS
614
Insigneo Advisory Services
Florida
$990K
QC
615
Quent Capital
New York
$989K
TCA
616
Transcend Capital Advisors
New Jersey
$989K
RWM
617
Ritholtz Wealth Management
New York
$984K
SCA
618
Snowden Capital Advisors
New York
$981K
Dodge & Cox
619
Dodge & Cox
California
$975K
EAM
620
Empirical Asset Management
Massachusetts
$967K
BJL
621
Brighton Jones LLC
Washington
$966K
BP
622
Ballentine Partners
Massachusetts
$962K
LT
623
Legacy Trust
Michigan
$957K
VST
624
Van Strum & Towne
California
$955K
HCMG
625
Howard Capital Management Group
California
$954K