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Ameriprise Financial

1,340 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, 458 increasing their positions, 497 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-10
Holders Change %
-0.74%
% of All Funds
17.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
118
Increased
458
Reduced
497
Closed
99
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
676
Sage Mountain Advisors
Georgia
$745K -$21.9K -41 -3%
OPA
677
Old Port Advisors
Maine
$737K +$10.7K +20 +1%
CL
678
CSS LLC
Illinois
$737K -$160K -300 -18%
CA
679
Crewe Advisors
Utah
$734K -$1.07K -2 -0.1%
PCM
680
Pointe Capital Management
Michigan
$732K
EWA
681
EverSource Wealth Advisors
Alabama
$731K +$121K +226 +20%
AO
682
Advisor OS
Illinois
$730K +$101K +189 +16%
KP
683
Keel Point
Alabama
$719K +$135K +252 +23%
COCM
684
Charter Oak Capital Management
New Hampshire
$718K -$17.6K -33 -2%
CFP
685
Catalyst Financial Partners
Massachusetts
$717K +$534 +1 +0.1%
PA
686
Profund Advisors
Maryland
$716K -$18.1K -34 -2%
RFA
687
ROI Financial Advisors
Oregon
$716K +$71.5K +134 +11%
PPWP
688
Premier Path Wealth Partners
New Jersey
$713K +$16.5K +31 +2%
FC
689
FORA Capital
Florida
$706K -$2.63M -4,932 -79%
BAM
690
Berkshire Asset Management
Pennsylvania
$706K +$40K +75 +6%
CGL
691
Clarius Group LLC
Washington
$700K -$599K -1,122 -46%
1W
692
1776 Wealth
Georgia
$699K -$28.8K -54 -4%
SWP
693
Sagespring Wealth Partners
Tennessee
$694K +$90.2K +169 +15%
NWM
694
Northcape Wealth Management
New York
$694K
IA
695
Insight Advisors
Pennsylvania
$691K -$10.7K -20 -2%
PI
696
PFG Investments
New York
$691K -$74.2K -139 -10%
CIA
697
Concurrent Investment Advisors
Florida
$691K +$335K +627 +94%
MMA
698
Miracle Mile Advisors
California
$682K -$113K -211 -14%
TCA
699
Trifecta Capital Advisors
Illinois
$677K +$621K +1,163 +1,108%
MWM
700
Modera Wealth Management
New Jersey
$675K +$85.4K +160 +14%