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Ameriprise Financial

1,376 hedge funds and large institutions have $44.1B invested in Ameriprise Financial in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 423 increasing their positions, 490 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,376
Holders Change
+123
Holders Change %
+9.82%
% of All Funds
18.31%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
204
Increased
423
Reduced
490
Closed
57
Calls
$105M
Puts
$48.4M
Net Calls
+$56.5M
Net Calls Change
+$88.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
701
Graham Capital Management
Connecticut
$775K +$775K +1,455 New
SMA
702
Sage Mountain Advisors
Georgia
$769K -$220K -413 -22%
MSA
703
MUFG Securities Americas
New York
$762K +$762K +1,432 New
DJSG
704
D.J. St. Germain
Massachusetts
$760K +$178K +335 +31%
TCA
705
Transcend Capital Advisors
New Jersey
$759K -$136K -255 -15%
SWP
706
Stratos Wealth Partners
Ohio
$756K +$102K +191 +16%
AWM
707
Accel Wealth Management
Iowa
$754K -$145K -273 -16%
WCF
708
West Coast Financial
California
$750K -$3.73K -7 -0.5%
MWM
709
Mission Wealth Management
California
$749K -$1.6K -3 -0.2%
LWM
710
Lyell Wealth Management
California
$748K
SIA
711
Schechter Investment Advisors
Michigan
$747K -$26.1K -49 -3%
1W
712
1776 Wealth
Georgia
$743K
IAN
713
Integrated Advisors Network
Texas
$743K -$55.9K -105 -7%
EB
714
Eastern Bank
Massachusetts
$743K -$2.13K -4 -0.3%
WS
715
Wedbush Securities
California
$738K -$14.9K -28 -2%
CA
716
Crewe Advisors
Utah
$733K -$18.1K -34 -2%
PCP
717
Pacific Capital Partners
$730K -$333K -626 -31%
PCM
718
Pointe Capital Management
Michigan
$730K -$21.3K -40 -3%
COCM
719
Charter Oak Capital Management
New Hampshire
$729K -$13.3K -25 -2%
QC
720
Quantessence Capital
New York
$725K +$725K +1,362 New
OPA
721
Old Port Advisors
Maine
$724K +$4.79K +9 +0.7%
PA
722
Pinnacle Associates
New York
$720K +$111K +209 +18%
CFP
723
Catalyst Financial Partners
Massachusetts
$713K +$2.13K +4 +0.3%
IA
724
Insight Advisors
Pennsylvania
$711K -$15.4K -29 -2%
NWM
725
Northcape Wealth Management
New York
$701K