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Ameriprise Financial

1,348 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, 461 increasing their positions, 500 reducing their positions, and 101 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:

0.88% less ownership

Funds ownership: 85.49%84.61% (-0.88%)

8% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 500

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
CIM
751
Contravisory Investment Management
Massachusetts
$591K
LI
752
LMCG Investments
Massachusetts
$589K
CCA
753
Checchi Capital Advisers
California
$588K
SWM
754
Segment Wealth Management
Texas
$588K
BOTPPF
755
Board of the Pension Protection Fund
United Kingdom
$587K
FBFS
756
First Business Financial Services
Wisconsin
$583K
STA
757
Summit Trail Advisors
New York
$583K
APW
758
Aurora Private Wealth
New Jersey
$582K
BFG
759
Beacon Financial Group
Texas
$578K
AWM
760
Aries Wealth Management
Maine
$577K
SAG
761
SageView Advisory Group
California
$577K
IBOK
762
Independence Bank of Kentucky
Kentucky
$577K
LAM
763
LECAP Asset Management
United Kingdom
$577K
OAM
764
Oxford Asset Management
United Kingdom
$574K
EWM
765
Empirical Wealth Management
Washington
$572K
ACA
766
Aptus Capital Advisors
Alabama
$569K
BWA
767
Burt Wealth Advisors
Maryland
$565K
CTC
768
Cetera Trust Company
Minnesota
$560K
AFG
769
Atomi Financial Group
New York
$560K
EI
770
Ellevest Inc
New York
$552K
FHA
771
Flagship Harbor Advisors
Massachusetts
$551K
LCWP
772
Legacy Capital Wealth Partners
Arkansas
$551K
EHC
773
Everett Harris & Co
California
$550K
WIC
774
Woodmont Investment Counsel
Tennessee
$548K
RAM
775
Readystate Asset Management
Illinois
$546K