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Ameriprise Financial

1,331 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 432 increasing their positions, 474 reducing their positions, and 103 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:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,3491,331 (-18)

9% less capital invested

Capital invested by funds: $42.9B → $38.9B (-$4.03B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,331
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
651
Banque Cantonale Vaudoise
Switzerland
$875K
AC
652
AlphaCore Capital
California
$860K
MG
653
Mather Group
Illinois
$849K
PCP
654
Perbak Capital Partners
United Kingdom
$843K
ST
655
Smithfield Trust
Pennsylvania
$843K
GCM
656
Gallacher Capital Management
Colorado
$840K
P
657
Pitcairn
Pennsylvania
$838K
SIG
658
Stonegate Investment Group
Alabama
$834K
ATC
659
Argent Trust Co
Tennessee
$830K
ST
660
Spinnaker Trust
Maine
$828K
WB
661
WesBanco Bank
West Virginia
$815K
BP
662
Ballentine Partners
Massachusetts
$814K
DJSG
663
D.J. St. Germain
Massachusetts
$814K
IPW
664
Impact Partnership Wealth
Georgia
$809K
TM
665
TigerOak Management
New Mexico
$808K
CSP
666
Cary Street Partners
Virginia
$805K
FRA
667
Frank Rimerman Advisors
California
$802K
GIA
668
Gladstone Institutional Advisory
Florida
$797K
CRC
669
Curi RMB Capital
Illinois
$794K
SC
670
Searle & Co
Connecticut
$793K
AA
671
Ancora Advisors
Ohio
$793K
LCGC
672
Legacy Capital Group California
California
$793K
PWM
673
Parkshore Wealth Management
California
$791K
GAM
674
Guinness Asset Management
United Kingdom
$789K
PCM
675
Pennsylvania Capital Management
Pennsylvania
$789K