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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
CIA
701
Concurrent Investment Advisors
Florida
$691K
MMA
702
Miracle Mile Advisors
California
$682K
TCA
703
Trifecta Capital Advisors
Illinois
$677K
MWM
704
Modera Wealth Management
New Jersey
$675K
EB
705
Eastern Bank
Massachusetts
$673K
Wellington Management Group
706
Wellington Management Group
Massachusetts
$668K
MAM
707
McLean Asset Management
Virginia
$668K
FFN
708
Focus Financial Network
Minnesota
$667K
PA
709
Pinnacle Associates
New York
$664K
DS
710
DRW Securities
Illinois
$661K
SFS
711
Sowell Financial Services
Arkansas
$661K
PCH
712
PGIM Custom Harvest
New Jersey
$659K
OLA
713
Oliver Luxxe Assets
New Jersey
$656K
KCM
714
Kathmere Capital Management
Pennsylvania
$655K
PFP
715
Pinnacle Financial Partners
Tennessee
$654K
BCM
716
Becker Capital Management
Oregon
$654K
PAM
717
Panagora Asset Management
Massachusetts
$654K
PFBT
718
Parkside Financial Bank & Trust
Missouri
$653K
MA
719
MJP Associates
Connecticut
$653K
BWP
720
Burling Wealth Partners
Illinois
$652K
WSCM
721
Wellington Shields Capital Management
New York
$651K
Simplex Trading
722
Simplex Trading
Illinois
$644K
WC
723
Weil Company
California
$641K
PI
724
Pettee Investors
Connecticut
$640K
EWS
725
Evergreen Wealth Solutions
Pennsylvania
$639K