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Ameriprise Financial

1,354 hedge funds and large institutions have $39.6B invested in Ameriprise Financial in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 488 increasing their positions, 481 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 1,3791,354 (-25)

10% less capital invested

Capital invested by funds: $44.1B → $39.6B (-$4.47B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$65.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
676
Belpointe Asset Management
Nevada
$769K
BJL
677
Brighton Jones LLC
Washington
$762K
BEI
678
Benjamin Edwards Inc
Missouri
$761K
EAM
679
Empirical Asset Management
Massachusetts
$750K
NG
680
Norden Group
Utah
$750K
LP
681
LMR Partners
United Kingdom
$748K
WAM
682
WealthTrust Asset Management
Florida
$746K
ECM
683
Everence Capital Management
Indiana
$746K
LFG
684
Larson Financial Group
Missouri
$737K
SCA
685
Stokes Capital Advisors
South Carolina
$735K
PCIA
686
Prime Capital Investment Advisors
Kansas
$734K
TCA
687
Transcend Capital Advisors
New Jersey
$729K
NEWAS
688
N.E.W. Advisory Services
Wisconsin
$725K
GAM
689
Guinness Asset Management
United Kingdom
$724K
RG
690
Rathbones Group
United Kingdom
$724K
MYAM
691
Meiji Yasuda Asset Management
Japan
$723K
PCA
692
Pallas Capital Advisors
Massachusetts
$722K
MMA
693
Miracle Mile Advisors
California
$721K
FFM
694
Forum Financial Management
Illinois
$719K
WS
695
Wedbush Securities
California
$716K
PWAM
696
Private Wealth Asset Management
Iowa
$716K
DWA
697
Douglass Winthrop Advisors
New York
$712K
GC
698
Grimes & Company
Massachusetts
$712K
BWP
699
Burling Wealth Partners
Illinois
$711K
AT
700
Arlington Trust
Alabama
$711K