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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
AWM
676
Accel Wealth Management
Iowa
$773K
WS
677
Wedbush Securities
California
$763K
DWA
678
Douglass Winthrop Advisors
New York
$762K
NS
679
NBC Securities
Alabama
$760K
SCA
680
Strathmore Capital Advisors
North Carolina
$751K
LWM
681
Lyell Wealth Management
California
$749K
MWM
682
Mission Wealth Management
California
$746K
SMA
683
Sage Mountain Advisors
Georgia
$745K
OPA
684
Old Port Advisors
Maine
$737K
CL
685
CSS LLC
Illinois
$737K
CA
686
Crewe Advisors
Utah
$734K
PCM
687
Pointe Capital Management
Michigan
$732K
EWA
688
EverSource Wealth Advisors
Alabama
$731K
AO
689
Advisor OS
Illinois
$730K
KP
690
Keel Point
Alabama
$719K
COCM
691
Charter Oak Capital Management
New Hampshire
$718K
CFP
692
Catalyst Financial Partners
Massachusetts
$717K
PA
693
Profund Advisors
Maryland
$716K
RFA
694
ROI Financial Advisors
Oregon
$716K
PPWP
695
Premier Path Wealth Partners
New Jersey
$713K
FC
696
FORA Capital
Florida
$706K
BAM
697
Berkshire Asset Management
Pennsylvania
$706K
CGL
698
Clarius Group LLC
Washington
$700K
1W
699
1776 Wealth
Georgia
$699K
SWP
700
Sagespring Wealth Partners
Tennessee
$694K