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Ameriprise Financial

1,340 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, 458 increasing their positions, 497 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-10
Holders Change %
-0.74%
% of All Funds
17.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
118
Increased
458
Reduced
497
Closed
99
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FBFS
751
First Business Financial Services
Wisconsin
$583K
STA
752
Summit Trail Advisors
New York
$583K -$110K -206 -16%
APW
753
Aurora Private Wealth
New Jersey
$582K
BFG
754
Beacon Financial Group
Texas
$578K +$534 +1 +0.1%
AWM
755
Aries Wealth Management
Maine
$577K
SAG
756
SageView Advisory Group
California
$577K +$303K +584 +110%
IBOK
757
Independence Bank of Kentucky
Kentucky
$577K
LAM
758
LECAP Asset Management
United Kingdom
$577K +$577K +1,081 New
OAM
759
Oxford Asset Management
United Kingdom
$574K +$574K +1,075 New
EWM
760
Empirical Wealth Management
Washington
$572K +$177K +331 +45%
ACA
761
Aptus Capital Advisors
Alabama
$569K -$284K -532 -33%
BWA
762
Burt Wealth Advisors
Maryland
$565K
CTC
763
Cetera Trust Company
Minnesota
$560K
AFG
764
Atomi Financial Group
New York
$560K +$98.7K +185 +21%
EI
765
Ellevest Inc
New York
$552K +$67.8K +127 +14%
FHA
766
Flagship Harbor Advisors
Massachusetts
$551K +$1.6K +3 +0.3%
LCWP
767
Legacy Capital Wealth Partners
Arkansas
$551K +$9.07K +17 +2%
EHC
768
Everett Harris & Co
California
$550K
WIC
769
Woodmont Investment Counsel
Tennessee
$548K
RAM
770
Readystate Asset Management
Illinois
$546K +$546K +1,023 New
SWM
771
Sterling Wealth Management
Illinois
$545K +$545K +1,022 New
EW
772
Enzi Wealth
Texas
$545K
EWM
773
Evercore Wealth Management
New York
$544K -$21.3K -40 -4%
RA
774
Ransom Advisory
Rhode Island
$544K
IP
775
Ignite Planners
California
$534K +$7.08K +13 +1%