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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
LT
626
Legacy Trust
Michigan
$957K
VST
627
Van Strum & Towne
California
$955K
HCMG
628
Howard Capital Management Group
California
$954K
SI
629
Stephens Inc
Arkansas
$951K
FIM
630
Freedom Investment Management
Connecticut
$938K
SA
631
Sovran Advisors
California
$936K
MOS
632
MGO One Seven
Ohio
$933K
ST
633
Smithfield Trust
Pennsylvania
$925K
LFG
634
Larson Financial Group
Missouri
$910K
SIG
635
Stonegate Investment Group
Alabama
$906K
ATC
636
Argent Trust Co
Tennessee
$902K
ST
637
Spinnaker Trust
Maine
$899K
MG
638
Mather Group
Illinois
$889K
CSP
639
Cary Street Partners
Virginia
$885K
DJSG
640
D.J. St. Germain
Massachusetts
$884K
BRWA
641
B. Riley Wealth Advisors
Florida
$884K
TM
642
TigerOak Management
New Mexico
$880K
FAIM
643
Financial Advocates Investment Management
Washington
$878K
FFA
644
Farther Finance Advisors
California
$877K
FRA
645
Frank Rimerman Advisors
California
$873K
LCGC
646
Legacy Capital Group California
California
$867K
SC
647
Searle & Co
Connecticut
$862K
AA
648
Ancora Advisors
Ohio
$862K
BBHC
649
Brown Brothers Harriman & Co
New York
$861K
PCM
650
Pennsylvania Capital Management
Pennsylvania
$857K