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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
SI
626
Stephens Inc
Arkansas
$951K
FIM
627
Freedom Investment Management
Connecticut
$938K
SA
628
Sovran Advisors
California
$936K
MOS
629
MGO One Seven
Ohio
$933K
ST
630
Smithfield Trust
Pennsylvania
$925K
LFG
631
Larson Financial Group
Missouri
$910K
SIG
632
Stonegate Investment Group
Alabama
$906K
ATC
633
Argent Trust Co
Tennessee
$902K
ST
634
Spinnaker Trust
Maine
$899K
MG
635
Mather Group
Illinois
$889K
CSP
636
Cary Street Partners
Virginia
$885K
DJSG
637
D.J. St. Germain
Massachusetts
$884K
BRWA
638
B. Riley Wealth Advisors
Florida
$884K
TM
639
TigerOak Management
New Mexico
$880K
FAIM
640
Financial Advocates Investment Management
Washington
$878K
FFA
641
Farther Finance Advisors
California
$877K
FRA
642
Frank Rimerman Advisors
California
$873K
LCGC
643
Legacy Capital Group California
California
$867K
SC
644
Searle & Co
Connecticut
$862K
AA
645
Ancora Advisors
Ohio
$862K
BBHC
646
Brown Brothers Harriman & Co
New York
$861K
PCM
647
Pennsylvania Capital Management
Pennsylvania
$857K
PWM
648
Parkshore Wealth Management
California
$857K
EGA
649
Eagle Global Advisors
Texas
$854K
SWP
650
Stratos Wealth Partners
Ohio
$849K