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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
PI
701
Pettee Investors
Connecticut
$702K
SMA
702
Sage Mountain Advisors
Georgia
$696K
PI
703
PFG Investments
New York
$694K
SWM
704
Spire Wealth Management
Virginia
$692K
AWM
705
Accel Wealth Management
Iowa
$689K
NS
706
NBC Securities
Alabama
$688K
FFA
707
Farther Finance Advisors
California
$685K
WCF
708
West Coast Financial
California
$682K
EW
709
Elyxium Wealth
California
$681K
LWM
710
Lyell Wealth Management
California
$680K
MWM
711
Mission Wealth Management
California
$678K
BHCM
712
Brevan Howard Capital Management
Jersey
$674K
SIM
713
Stratos Investment Management
Ohio
$674K
IAN
714
Integrated Advisors Network
Texas
$670K
CA
715
Crewe Advisors
Utah
$667K
COCM
716
Charter Oak Capital Management
New Hampshire
$667K
PA
717
Profund Advisors
Maryland
$666K
PA
718
Pinnacle Associates
New York
$665K
PCM
719
Pointe Capital Management
Michigan
$664K
1W
720
1776 Wealth
Georgia
$660K
EB
721
Eastern Bank
Massachusetts
$660K
OPA
722
Old Port Advisors
Maine
$659K
CFP
723
Catalyst Financial Partners
Massachusetts
$650K
AWC
724
Abundance Wealth Counselors
Pennsylvania
$642K
IA
725
Insight Advisors
Pennsylvania
$637K