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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
PWM
651
Parkshore Wealth Management
California
$857K
EGA
652
Eagle Global Advisors
Texas
$854K
SWP
653
Stratos Wealth Partners
Ohio
$849K
FPAS
654
Focus Partners Advisor Solutions
Missouri
$849K
IA
655
IFP Advisors
Florida
$846K
CPCPP
656
Canada Post Corporation Pension Plan
Canada
$841K
WAM
657
WealthTrust Asset Management
Florida
$835K
GIA
658
Gladstone Institutional Advisory
Florida
$829K
ECM
659
Everence Capital Management
Indiana
$822K
NG
660
Norden Group
Utah
$820K
GAM
661
Guinness Asset Management
United Kingdom
$818K
GC
662
Grimes & Company
Massachusetts
$816K
ACM
663
Aquatic Capital Management
Illinois
$810K
I
664
InceptionR
California
$806K
FCM
665
FJ Capital Management
Virginia
$805K
HW
666
Hancock Whitney
Mississippi
$801K
ORI
667
Oak Ridge Investments
Illinois
$794K
IAN
668
Integrated Advisors Network
Texas
$792K
MK
669
MASTERINVEST Kapitalanlage
$791K
SIM
670
Stratos Investment Management
Ohio
$788K
AT
671
Arlington Trust
Alabama
$784K
FFM
672
Forum Financial Management
Illinois
$781K
BAM
673
Belpointe Asset Management
Nevada
$779K
EW
674
Elyxium Wealth
California
$777K
RBI
675
Raiffeisen Bank International
Austria
$777K