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Ameriprise Financial

1,344 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 433 increasing their positions, 482 reducing their positions, and 107 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $43B → $38.9B (-$4.06B)

10% less repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 482

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
676
Legacy Capital Group California
California
$793K
PWM
677
Parkshore Wealth Management
California
$791K
GAM
678
Guinness Asset Management
United Kingdom
$789K
PCM
679
Pennsylvania Capital Management
Pennsylvania
$789K
BC
680
Bridgefront Capital
Texas
$788K
FPCP
681
Fort Point Capital Partners
California
$787K
NG
682
Norden Group
Utah
$781K
TCA
683
Transcend Capital Advisors
New Jersey
$777K
BBHC
684
Brown Brothers Harriman & Co
New York
$773K
RBI
685
Raiffeisen Bank International
Austria
$767K
BRWA
686
B. Riley Wealth Advisors
Florida
$764K
ECM
687
Everence Capital Management
Indiana
$757K
SIM
688
Stratos Investment Management
Ohio
$753K
GC
689
Grimes & Company
Massachusetts
$749K
Dodge & Cox
690
Dodge & Cox
California
$737K
HW
691
Hancock Whitney
Mississippi
$734K
WAM
692
WealthTrust Asset Management
Florida
$733K
ORI
693
Oak Ridge Investments
Illinois
$732K
TE
694
Tema ETFs
New York
$725K
BAM
695
Belpointe Asset Management
Nevada
$723K
AT
696
Arlington Trust
Alabama
$721K
PI
697
PFG Investments
New York
$721K
IAN
698
Integrated Advisors Network
Texas
$720K
RFA
699
ROI Financial Advisors
Oregon
$719K
EW
700
Elyxium Wealth
California
$715K