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Ameriprise Financial

1,350 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, 485 increasing their positions, 480 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
-26
Holders Change %
-1.89%
% of All Funds
18.33%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.26%
New
112
Increased
485
Reduced
480
Closed
112
Calls
$110M
Puts
$65.4M
Net Calls
+$44.1M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MME
626
Meag Munich Ergo
Germany
$909K -$1.31M -2,712 -59%
QC
627
Quent Capital
New York
$907K +$16K +33 +2%
FRA
628
Frank Rimerman Advisors
California
$901K +$35.3K +73 +4%
IAS
629
Insigneo Advisory Services
Florida
$901K -$15.5K -32 -2%
FCBT
630
First Citizens Bank & Trust
North Carolina
$899K -$19.8K -41 -2%
AWM
631
AE Wealth Management
Kansas
$896K +$66.3K +137 +8%
LA
632
LM Advisors
California
$889K +$889K +1,836 New
MG
633
Mather Group
Illinois
$887K +$4.84K +10 +0.5%
Dodge & Cox
634
Dodge & Cox
California
$884K
CP
635
CenterBook Partners
Connecticut
$884K +$331K +684 +60%
LT
636
Legacy Trust
Michigan
$869K +$21.3K +44 +3%
VST
637
Van Strum & Towne
California
$867K +$363K +750 +72%
HCMG
638
Howard Capital Management Group
California
$865K
XT
639
XTX Topco
Cayman Islands
$864K -$221K -457 -20%
SC
640
Syon Capital
California
$861K +$29.1K +60 +3%
SWP
641
Stratos Wealth Partners
Ohio
$859K +$172K +355 +25%
AC
642
AlphaCore Capital
California
$858K +$858K +1,773 New
AssetMark Inc
643
AssetMark Inc
California
$853K -$1.45K -3 -0.2%
RWM
644
Ritholtz Wealth Management
New York
$852K +$10.6K +22 +1%
WA
645
Waverly Advisors
Alabama
$839K +$122K +253 +17%
ST
646
Smithfield Trust
Pennsylvania
$837K
QIM
647
Quantitative Investment Management
Virginia
$834K -$13.6K -28 -2%
KIM
648
Kestra Investment Management
Texas
$832K -$744K -1,537 -47%
MGIA
649
Moneta Group Investment Advisors
Missouri
$831K -$30K -62 -3%
SPC
650
Sigma Planning Corp
Michigan
$826K +$607K +1,255 +278%