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Ameriprise Financial

1,232 hedge funds and large institutions have $36.6B invested in Ameriprise Financial in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 420 increasing their positions, 412 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,232
Holders Change
+78
Holders Change %
+6.76%
% of All Funds
17.86%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
147
Increased
420
Reduced
412
Closed
56
Calls
$147M
Puts
$88.9M
Net Calls
+$58M
Net Calls Change
+$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
RG
651
Rathbones Group
United Kingdom
$737K -$28.5K -65 -4%
ATC
652
Argent Trust Co
Tennessee
$735K -$1.32K -3 -0.2%
BP
653
Ballentine Partners
Massachusetts
$724K +$18.4K +42 +3%
GC
654
Grimes & Company
Massachusetts
$715K +$438 +1 +0.1%
EA
655
Everpar Advisors
Oklahoma
$712K -$584K -1,331 -45%
EWA
656
EP Wealth Advisors
California
$710K -$12.7K -29 -2%
CWM
657
Congress Wealth Management
Massachusetts
$709K +$28.5K +65 +4%
GBT
658
Grove Bank & Trust
Florida
$708K -$10.1K -23 -1%
KIA
659
KLR Investment Advisors
Rhode Island
$707K +$28.2K +67 +4%
MCM
660
Mengis Capital Management
Oregon
$706K +$706K +1,610 New
HCMG
661
Howard Capital Management Group
California
$705K
TCA
662
Transcend Capital Advisors
New Jersey
$704K -$15.8K -36 -2%
AA
663
Ancora Advisors
Ohio
$703K
EGA
664
Eagle Global Advisors
Texas
$702K
LGA
665
Lebenthal Global Advisors
New York
$700K +$68.4K +156 +11%
SCA
666
Snowden Capital Advisors
New York
$699K +$160K +364 +30%
AWM
667
AE Wealth Management
Kansas
$697K -$3.89M -8,870 -85%
SCA
668
Stokes Capital Advisors
South Carolina
$695K -$142K -325 -17%
AAM
669
Advisors Asset Management
Colorado
$695K +$160K +365 +30%
KWM
670
Kolinsky Wealth Management
New Jersey
$682K +$23.2K +53 +4%
VBFG
671
Vishria Bird Financial Group
Tennessee
$677K
PA
672
Profund Advisors
Maryland
$677K +$79.8K +182 +13%
FCBT
673
First Citizens Bank & Trust
North Carolina
$677K +$677K +1,543 New
SIA
674
Schechter Investment Advisors
Michigan
$676K +$1.32K +3 +0.2%
FPCP
675
Fort Point Capital Partners
California
$669K