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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
EHC
776
Everett Harris & Co
California
$550K
WIC
777
Woodmont Investment Counsel
Tennessee
$548K
RAM
778
Readystate Asset Management
Illinois
$546K
SWM
779
Sterling Wealth Management
Illinois
$545K
EW
780
Enzi Wealth
Texas
$545K
EWM
781
Evercore Wealth Management
New York
$544K
RA
782
Ransom Advisory
Rhode Island
$544K
IP
783
Ignite Planners
California
$534K
HI
784
Harbour Investments
Wisconsin
$534K
FSA
785
Fort Sheridan Advisors
Illinois
$534K
FCMC
786
Founders Capital Management (Connecticut)
Connecticut
$534K
AFM
787
Armstrong Fleming & Moore
District of Columbia
$534K
PFGIA
788
Patriot Financial Group Insurance Agency
Massachusetts
$533K
KFP
789
KMG Fiduciary Partners
Ohio
$533K
ST
790
Somerset Trust
Pennsylvania
$533K
MCM
791
MV Capital Management
Maryland
$529K
JFGIW
792
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$527K
SB
793
Sunflower Bank
Texas
$527K
RIL
794
Rothschild Investment LLC
Illinois
$524K
3IP
795
3Chopt Investment Partners
Virginia
$523K
ACM
796
Aljian Capital Management
Nevada
$523K
JSW
797
Journey Strategic Wealth
New Jersey
$523K
MWM
798
Modern Wealth Management
Kansas
$522K
EW
799
Entruity Wealth
California
$512K
DWP
800
Daymark Wealth Partners
Ohio
$510K