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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
HCA
601
Harbor Capital Advisors
Illinois
$1.06M
ECM
602
Evergreen Capital Management
Washington
$1.05M
UAML
603
US Asset Management LLC
Pennsylvania
$1.05M
AWM
604
AE Wealth Management
Kansas
$1.04M
AC
605
AlphaCore Capital
California
$1.03M
CRC
606
Curi RMB Capital
Illinois
$1.02M
SC
607
Syon Capital
California
$1.02M
GAM
608
Gotham Asset Management
New York
$1.02M
WWM
609
Whalen Wealth Management
Nevada
$1.02M
WA
610
Waverly Advisors
Alabama
$1.01M
OTPPB
611
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.01M
HI
612
Horizon Investments
North Carolina
$1.01M
FC
613
Farringdon Capital
United Kingdom
$1M
PP
614
Prudential plc
United Kingdom
$1M
FCBT
615
First Citizens Bank & Trust
North Carolina
$1,000K
MGIA
616
Moneta Group Investment Advisors
Missouri
$998K
IAS
617
Insigneo Advisory Services
Florida
$990K
QC
618
Quent Capital
New York
$989K
TCA
619
Transcend Capital Advisors
New Jersey
$989K
RWM
620
Ritholtz Wealth Management
New York
$984K
SCA
621
Snowden Capital Advisors
New York
$981K
Dodge & Cox
622
Dodge & Cox
California
$975K
EAM
623
Empirical Asset Management
Massachusetts
$967K
BJL
624
Brighton Jones LLC
Washington
$966K
BP
625
Ballentine Partners
Massachusetts
$962K