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Ameriprise Financial

1,351 hedge funds and large institutions have $43B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 462 increasing their positions, 501 reducing their positions, and 104 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:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 501

1% less ownership

Funds ownership: 85.62%84.62% (-1%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$55.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
751
Fullerton Fund Management
Singapore
$602K
PCM
752
Polymer Capital Management
New York
$594K
MFF
753
Michels Family Financial
Texas
$592K
CIM
754
Contravisory Investment Management
Massachusetts
$591K
LI
755
LMCG Investments
Massachusetts
$589K
CCA
756
Checchi Capital Advisers
California
$588K
SWM
757
Segment Wealth Management
Texas
$588K
BOTPPF
758
Board of the Pension Protection Fund
United Kingdom
$587K
FBFS
759
First Business Financial Services
Wisconsin
$583K
STA
760
Summit Trail Advisors
New York
$583K
APW
761
Aurora Private Wealth
New Jersey
$582K
BFG
762
Beacon Financial Group
Texas
$578K
AWM
763
Aries Wealth Management
Maine
$577K
SAG
764
SageView Advisory Group
California
$577K
IBOK
765
Independence Bank of Kentucky
Kentucky
$577K
LAM
766
LECAP Asset Management
United Kingdom
$577K
OAM
767
Oxford Asset Management
United Kingdom
$574K
EWM
768
Empirical Wealth Management
Washington
$572K
ACA
769
Aptus Capital Advisors
Alabama
$569K
BWA
770
Burt Wealth Advisors
Maryland
$565K
CTC
771
Cetera Trust Company
Minnesota
$560K
AFG
772
Atomi Financial Group
New York
$560K
EI
773
Ellevest Inc
New York
$552K
FHA
774
Flagship Harbor Advisors
Massachusetts
$551K
LCWP
775
Legacy Capital Wealth Partners
Arkansas
$551K