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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
SWM
776
Sterling Wealth Management
Illinois
$545K
EW
777
Enzi Wealth
Texas
$545K
EWM
778
Evercore Wealth Management
New York
$544K
RA
779
Ransom Advisory
Rhode Island
$544K
IP
780
Ignite Planners
California
$534K
HI
781
Harbour Investments
Wisconsin
$534K
FSA
782
Fort Sheridan Advisors
Illinois
$534K
FCMC
783
Founders Capital Management (Connecticut)
Connecticut
$534K
AFM
784
Armstrong Fleming & Moore
District of Columbia
$534K
PFGIA
785
Patriot Financial Group Insurance Agency
Massachusetts
$533K
KFP
786
KMG Fiduciary Partners
Ohio
$533K
ST
787
Somerset Trust
Pennsylvania
$533K
MCM
788
MV Capital Management
Maryland
$529K
JFGIW
789
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$527K
SB
790
Sunflower Bank
Texas
$527K
MWM
791
Modern Wealth Management
Kansas
$524K
RIL
792
Rothschild Investment LLC
Illinois
$524K
3IP
793
3Chopt Investment Partners
Virginia
$523K
ACM
794
Aljian Capital Management
Nevada
$523K
JSW
795
Journey Strategic Wealth
New Jersey
$523K
EW
796
Entruity Wealth
California
$512K
DWP
797
Daymark Wealth Partners
Ohio
$510K
AWA
798
Aaron Wealth Advisors
Illinois
$509K
B
799
Bailard
California
$508K
CI
800
Cigna Investments
Connecticut
$503K