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Ameriprise Financial

1,350 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, 485 increasing their positions, 480 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
-26
Holders Change %
-1.89%
% of All Funds
18.33%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.26%
New
112
Increased
485
Reduced
480
Closed
112
Calls
$110M
Puts
$65.4M
Net Calls
+$44.1M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
776
Contravisory Investment Management
Massachusetts
$538K -$6.78K -14 -1%
MWM
777
Modera Wealth Management
New Jersey
$535K -$67.7K -140 -11%
SWM
778
Segment Wealth Management
Texas
$533K
KP
779
Keel Point
Alabama
$531K +$44.5K +92 +9%
FBFS
780
First Business Financial Services
Wisconsin
$529K
I
781
InceptionR
California
$528K -$91K -188 -15%
APW
782
Aurora Private Wealth
New Jersey
$528K
MCM
783
McRae Capital Management
New Jersey
$525K
Loomis, Sayles & Company
784
Loomis, Sayles & Company
Massachusetts
$524K
BFG
785
Beacon Financial Group
Texas
$524K -$19.9K -41 -4%
AWM
786
Aries Wealth Management
Maine
$524K
IBOK
787
Independence Bank of Kentucky
Kentucky
$523K -$12.1K -25 -2%
IPW
788
Impact Partnership Wealth
Georgia
$516K +$52.3K +108 +11%
MAM
789
McLean Asset Management
Virginia
$514K -$2.98K -7 -0.6%
EWM
790
Evercore Wealth Management
New York
$513K -$2.42K -5 -0.5%
BWA
791
Burt Wealth Advisors
Maryland
$513K -$968 -2 -0.2%
DCBT
792
Dakota Community Bank & Trust
North Dakota
$510K -$27.1K -56 -5%
CTC
793
Cetera Trust Company
Minnesota
$508K
SB
794
Sunflower Bank
Texas
$502K -$2.91K -6 -0.6%
EHC
795
Everett Harris & Co
California
$499K
FHA
796
Flagship Harbor Advisors
Massachusetts
$498K +$498K +1,029 New
WIC
797
Woodmont Investment Counsel
Tennessee
$497K
PFBT
798
Parkside Financial Bank & Trust
Missouri
$494K +$83.3K +172 +20%
RA
799
Ransom Advisory
Rhode Island
$494K +$494K +1,020 New
LCWP
800
Legacy Capital Wealth Partners
Arkansas
$491K +$4.84K +10 +1%