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Ameriprise Financial

1,030 hedge funds and large institutions have $26.7B invested in Ameriprise Financial in 2023 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 343 increasing their positions, 391 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
+10
Holders Change %
+0.98%
% of All Funds
16.49%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
104
Increased
343
Reduced
391
Closed
72
Calls
$64.2M
Puts
$64.8M
Net Calls
-$648K
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WANY
751
Wealthspire Advisors (New York)
New York
$282K -$102K -334 -27%
BAM
752
Berkshire Asset Management
Pennsylvania
$279K +$279K +911 New
PWMAG
753
Pinnacle Wealth Management Advisory Group
New Jersey
$278K +$46.9K +153 +20%
KI
754
Kapitalo Investimentos
Brazil
$278K +$278K +906 New
CCG
755
Ceeto Capital Group
Florida
$276K
PCM
756
Prelude Capital Management
New York
$275K +$275K +896 New
CIG
757
Cairn Investment Group
Washington
$272K
FRA
758
Frank Rimerman Advisors
California
$272K -$1.84K -6 -0.7%
WPW
759
Waldron Private Wealth
Pennsylvania
$272K +$3.37K +11 +1%
KPWG
760
KFA Private Wealth Group
Virginia
$272K +$272K +886 New
TWM
761
Tradition Wealth Management
Minnesota
$271K +$177K +579 +189%
VSQM
762
V-Square Quantitative Management
Illinois
$270K +$270K +880 New
PNC
763
Park National Corp
Ohio
$268K -$307 -1 -0.1%
WT
764
Whittier Trust
California
$268K +$9.2K +30 +4%
GWSG
765
GPS Wealth Strategies Group
Colorado
$266K +$266K +869 New
OAM
766
Ostrum Asset Management
France
$265K +$265K +863 New
3IP
767
3Chopt Investment Partners
Virginia
$262K +$125K +408 +91%
RT
768
Rockland Trust
Massachusetts
$262K
LPIC
769
LeJeune Puetz Investment Counsel
Michigan
$262K +$1.53K +5 +0.6%
PFSC
770
Peoples Financial Services Corp
Pennsylvania
$262K
DWM
771
Dakota Wealth Management
Florida
$258K +$258K +842 New
VWA
772
V Wealth Advisors
Kansas
$257K +$306 +1 +0.1%
GCM
773
Gallacher Capital Management
Colorado
$256K +$9.81K +32 +4%
IP
774
Ignite Planners
California
$256K +$12.7K +42 +5%
CCM
775
Canal Capital Management
Virginia
$256K +$12.3K +40 +5%