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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
IAS
701
Insigneo Advisory Services
Florida
$714K
AA
702
Armis Advisers
Georgia
$713K
AWM
703
Accel Wealth Management
Iowa
$713K
FFM
704
Forum Financial Management
Illinois
$708K
NS
705
NBC Securities
Alabama
$697K
CAS
706
CTC Alternative Strategies
Illinois
$693K
CA
707
Crewe Advisors
Utah
$692K
WS
708
Wedbush Securities
California
$691K
LWM
709
Lyell Wealth Management
California
$690K
AFG
710
Atomi Financial Group
New York
$689K
PCM
711
Pointe Capital Management
Michigan
$674K
OPA
712
Old Port Advisors
Maine
$673K
MWM
713
Mission Wealth Management
California
$671K
SI
714
Stephens Inc
Arkansas
$671K
Wellington Management Group
715
Wellington Management Group
Massachusetts
$668K
SAM
716
Shell Asset Management
Netherlands
$668K
GVAG
717
Great Valley Advisor Group
Delaware
$667K
SCA
718
Strathmore Capital Advisors
North Carolina
$662K
PA
719
Profund Advisors
Maryland
$661K
EWA
720
EverSource Wealth Advisors
Alabama
$660K
CFP
721
Catalyst Financial Partners
Massachusetts
$658K
PPWP
722
Premier Path Wealth Partners
New Jersey
$656K
OLA
723
Oliver Luxxe Assets
New Jersey
$655K
COCM
724
Charter Oak Capital Management
New Hampshire
$653K
AO
725
Advisor OS
Illinois
$651K