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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
FFM
776
Fullerton Fund Management
Singapore
$546K
MFF
777
Michels Family Financial
Texas
$544K
FFC
778
Frederick Financial Consultants
Maryland
$542K
CIM
779
Contravisory Investment Management
Massachusetts
$538K
MWM
780
Modera Wealth Management
New Jersey
$535K
SWM
781
Segment Wealth Management
Texas
$533K
KP
782
Keel Point
Alabama
$531K
FBFS
783
First Business Financial Services
Wisconsin
$529K
I
784
InceptionR
California
$528K
APW
785
Aurora Private Wealth
New Jersey
$528K
MCM
786
McRae Capital Management
New Jersey
$525K
Loomis, Sayles & Company
787
Loomis, Sayles & Company
Massachusetts
$524K
BFG
788
Beacon Financial Group
Texas
$524K
AWM
789
Aries Wealth Management
Maine
$524K
IBOK
790
Independence Bank of Kentucky
Kentucky
$523K
IPW
791
Impact Partnership Wealth
Georgia
$516K
MAM
792
McLean Asset Management
Virginia
$514K
EWM
793
Evercore Wealth Management
New York
$513K
BWA
794
Burt Wealth Advisors
Maryland
$513K
DCBT
795
Dakota Community Bank & Trust
North Dakota
$510K
CTC
796
Cetera Trust Company
Minnesota
$508K
SB
797
Sunflower Bank
Texas
$502K
EHC
798
Everett Harris & Co
California
$499K
FHA
799
Flagship Harbor Advisors
Massachusetts
$498K
WIC
800
Woodmont Investment Counsel
Tennessee
$497K