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Ameriprise Financial

1,071 hedge funds and large institutions have $28.6B invested in Ameriprise Financial in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 332 increasing their positions, 405 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+41
Holders Change %
+3.98%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
110
Increased
332
Reduced
405
Closed
61
Calls
$43.5M
Puts
$47M
Net Calls
-$3.42M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Shares
Change %
GF
626
Gabelli Funds
New York
$498K
BAM
627
Belpointe Asset Management
Nevada
$494K -$167K -501 -25%
I
628
InceptionR
California
$493K +$493K +1,485 New
CBA
629
Coastal Bridge Advisors
Connecticut
$492K +$997 +3 +0.2%
EGA
630
Eagle Global Advisors
Texas
$492K
EWA
631
EP Wealth Advisors
California
$491K
CSPIA
632
Cary Street Partners Investment Advisory
Virginia
$488K +$268K +806 +121%
Loomis, Sayles & Company
633
Loomis, Sayles & Company
Massachusetts
$485K +$41.5K +125 +9%
CT
634
Cambridge Trust
Massachusetts
$483K -$65.8K -198 -12%
VBFG
635
Vishria Bird Financial Group
Tennessee
$482K
FFM
636
Forum Financial Management
Illinois
$480K -$7.31K -22 -1%
BO
637
Bank OZK
Arkansas
$479K +$479K +1,442 New
SMA
638
Sage Mountain Advisors
Georgia
$478K +$134K +403 +39%
FA
639
FDx Advisors
Illinois
$472K +$88.4K +266 +23%
HI
640
Horizon Investments
North Carolina
$470K +$28.5K +86 +6%
PCM
641
Pointe Capital Management
Michigan
$469K -$16.6K -50 -3%
HW
642
Hancock Whitney
Mississippi
$468K -$5.65K -17 -1%
LWM
643
Lyell Wealth Management
California
$466K -$13.6K -41 -3%
SPA
644
Sherbrooke Park Advisers
New York
$465K +$465K +1,400 New
UCFA
645
United Capital Financial Advisors
Texas
$459K -$1.29M -3,878 -74%
CA
646
Clearstead Advisors
Ohio
$459K -$36.9K -111 -7%
MGIA
647
Moneta Group Investment Advisors
Missouri
$459K -$91.4K -275 -17%
CA
648
Crewe Advisors
Utah
$457K +$332 +1 +0.1%
MAM
649
Martingale Asset Management
Massachusetts
$454K -$206K -621 -31%
CCA
650
Checchi Capital Advisers
California
$453K +$20.6K +62 +5%