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Ameriprise Financial

1,348 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, 461 increasing their positions, 500 reducing their positions, and 101 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:

0.88% less ownership

Funds ownership: 85.49%84.61% (-0.88%)

8% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 500

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
NS
676
NBC Securities
Alabama
$760K
SCA
677
Strathmore Capital Advisors
North Carolina
$751K
LWM
678
Lyell Wealth Management
California
$749K
MWM
679
Mission Wealth Management
California
$746K
SMA
680
Sage Mountain Advisors
Georgia
$745K
OPA
681
Old Port Advisors
Maine
$737K
CL
682
CSS LLC
Illinois
$737K
CA
683
Crewe Advisors
Utah
$734K
PCM
684
Pointe Capital Management
Michigan
$732K
EWA
685
EverSource Wealth Advisors
Alabama
$731K
AO
686
Advisor OS
Illinois
$730K
KP
687
Keel Point
Alabama
$719K
COCM
688
Charter Oak Capital Management
New Hampshire
$718K
CFP
689
Catalyst Financial Partners
Massachusetts
$717K
PA
690
Profund Advisors
Maryland
$716K
RFA
691
ROI Financial Advisors
Oregon
$716K
PPWP
692
Premier Path Wealth Partners
New Jersey
$713K
FC
693
FORA Capital
Florida
$706K
BAM
694
Berkshire Asset Management
Pennsylvania
$706K
CGL
695
Clarius Group LLC
Washington
$700K
1W
696
1776 Wealth
Georgia
$699K
SWP
697
Sagespring Wealth Partners
Tennessee
$694K
NWM
698
Northcape Wealth Management
New York
$694K
IA
699
Insight Advisors
Pennsylvania
$691K
PI
700
PFG Investments
New York
$691K