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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
NWM
701
Northcape Wealth Management
New York
$694K
IA
702
Insight Advisors
Pennsylvania
$691K
PI
703
PFG Investments
New York
$691K
CIA
704
Concurrent Investment Advisors
Florida
$691K
MMA
705
Miracle Mile Advisors
California
$682K
TCA
706
Trifecta Capital Advisors
Illinois
$677K
MWM
707
Modera Wealth Management
New Jersey
$675K
EB
708
Eastern Bank
Massachusetts
$673K
Wellington Management Group
709
Wellington Management Group
Massachusetts
$668K
MAM
710
McLean Asset Management
Virginia
$668K
FFN
711
Focus Financial Network
Minnesota
$667K
PA
712
Pinnacle Associates
New York
$664K
DS
713
DRW Securities
Illinois
$661K
SFS
714
Sowell Financial Services
Arkansas
$661K
PCH
715
PGIM Custom Harvest
New Jersey
$659K
OLA
716
Oliver Luxxe Assets
New Jersey
$656K
KCM
717
Kathmere Capital Management
Pennsylvania
$655K
PFP
718
Pinnacle Financial Partners
Tennessee
$654K
BCM
719
Becker Capital Management
Oregon
$654K
PAM
720
Panagora Asset Management
Massachusetts
$654K
PFBT
721
Parkside Financial Bank & Trust
Missouri
$653K
MA
722
MJP Associates
Connecticut
$653K
BWP
723
Burling Wealth Partners
Illinois
$652K
WSCM
724
Wellington Shields Capital Management
New York
$651K
Simplex Trading
725
Simplex Trading
Illinois
$644K