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Ameriprise Financial

1,344 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 433 increasing their positions, 482 reducing their positions, and 107 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $43B → $38.9B (-$4.06B)

10% less repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 482

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
751
Sowell Financial Services
Arkansas
$592K
AMCA
752
Arthur M. Cohen & Associates
Illinois
$591K
WC
753
Weil Company
California
$590K
PI
754
Pettee Investors
Connecticut
$590K
BBA
755
BLB&B Advisors
Pennsylvania
$585K
AWA
756
Aaron Wealth Advisors
Illinois
$584K
PFBT
757
Parkside Financial Bank & Trust
Missouri
$582K
QFA
758
Quantum Financial Advisors
California
$579K
PCM
759
Perritt Capital Management
Illinois
$579K
RG
760
Rathbones Group
United Kingdom
$577K
BIG
761
Brooklyn Investment Group
New York
$573K
PCIA
762
Prime Capital Investment Advisors
Kansas
$573K
EWS
763
Evergreen Wealth Solutions
Pennsylvania
$572K
SAG
764
SageView Advisory Group
California
$570K
EWM
765
Empirical Wealth Management
Washington
$569K
FCM
766
Fire Capital Management
California
$565K
MPWS
767
McCarter Private Wealth Services
Massachusetts
$563K
AFP
768
Ausdal Financial Partners
Iowa
$563K
IWA
769
IBEX Wealth Advisors
New Jersey
$561K
PTC
770
Private Trust Company
Ohio
$558K
FFC
771
Frederick Financial Consultants
Maryland
$558K
MCM
772
McRae Capital Management
New Jersey
$558K
SW
773
Simplicity Wealth
New Jersey
$556K
Capstone Investment Advisors
774
Capstone Investment Advisors
New York
$556K
WTC
775
WhitTier Trust Company
Nevada
$554K