AMP icon

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
CIA
726
Concurrent Investment Advisors
Florida
$650K
EB
727
Eastern Bank
Massachusetts
$647K
PA
728
Pinnacle Associates
New York
$645K
BAM
729
Berkshire Asset Management
Pennsylvania
$645K
KP
730
Keel Point
Alabama
$644K
DAS
731
Diversify Advisory Services
Utah
$641K
IA
732
IFP Advisors
Florida
$640K
NWM
733
Northcape Wealth Management
New York
$639K
MA
734
MJP Associates
Connecticut
$634K
IA
735
Insight Advisors
Pennsylvania
$632K
SMA
736
Sage Mountain Advisors
Georgia
$626K
EH
737
Equitable Holdings
New York
$622K
MMA
738
Miracle Mile Advisors
California
$621K
TCA
739
Trifecta Capital Advisors
Illinois
$619K
PFP
740
Pinnacle Financial Partners
Tennessee
$618K
JFGIW
741
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$614K
PCH
742
PGIM Custom Harvest
New Jersey
$613K
FFN
743
Focus Financial Network
Minnesota
$611K
MWM
744
Modera Wealth Management
New Jersey
$610K
PAM
745
Panagora Asset Management
Massachusetts
$609K
SWP
746
Sagespring Wealth Partners
Tennessee
$606K
MAM
747
McLean Asset Management
Virginia
$604K
FCB
748
First County Bank
Connecticut
$603K
EP
749
Edgestream Partners
New Jersey
$601K
WSCM
750
Wellington Shields Capital Management
New York
$599K