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Ameriprise Financial

1,354 hedge funds and large institutions have $39.6B invested in Ameriprise Financial in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 488 increasing their positions, 481 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 1,3791,354 (-25)

10% less capital invested

Capital invested by funds: $44.1B → $39.6B (-$4.47B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$65.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
751
Everpar Advisors
Oklahoma
$581K
WC
752
Weil Company
California
$581K
Grantham, Mayo, Van Otterloo & Co (GMO)
753
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$581K
GVAG
754
Great Valley Advisor Group
Delaware
$576K
AMCA
755
Arthur M. Cohen & Associates
Illinois
$573K
QFA
756
Quantum Financial Advisors
California
$571K
AO
757
Advisor OS
Illinois
$570K
PCM
758
Perritt Capital Management
Illinois
$570K
Twin Tree Management
759
Twin Tree Management
Texas
$568K
RB
760
Renasant Bank
Mississippi
$568K
EC
761
EntryPoint Capital
New York
$567K
WB
762
WesBanco Bank
West Virginia
$566K
VFA
763
Valeo Financial Advisors
Indiana
$565K
EWS
764
Evergreen Wealth Solutions
Pennsylvania
$559K
FCM
765
Fire Capital Management
California
$557K
MPWS
766
McCarter Private Wealth Services
Massachusetts
$555K
BBA
767
BLB&B Advisors
Pennsylvania
$553K
EWA
768
EverSource Wealth Advisors
Alabama
$553K
EP
769
Edgestream Partners
New Jersey
$549K
WTC
770
WhitTier Trust Company
Nevada
$549K
SWP
771
Sagespring Wealth Partners
Tennessee
$548K
GWM
772
Geneos Wealth Management
Colorado
$548K
CCA
773
Checchi Capital Advisers
California
$547K
EIG
774
Ellenbecker Investment Group
Wisconsin
$546K
TAM
775
Trust Asset Management
Texas
$546K