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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
TAM
776
Trust Asset Management
Texas
$554K
CIM
777
Contravisory Investment Management
Massachusetts
$542K
SWM
778
Segment Wealth Management
Texas
$541K
EGA
779
Eagle Global Advisors
Texas
$540K
BCM
780
Becker Capital Management
Oregon
$538K
ACA
781
Aptus Capital Advisors
Alabama
$535K
MFF
782
Michels Family Financial
Texas
$533K
SA
783
Sovran Advisors
California
$532K
AWM
784
Aries Wealth Management
Maine
$531K
IBOK
785
Independence Bank of Kentucky
Kentucky
$531K
BFG
786
Beacon Financial Group
Texas
$530K
FHA
787
Flagship Harbor Advisors
Massachusetts
$524K
BWA
788
Burt Wealth Advisors
Maryland
$520K
EA
789
Everpar Advisors
Oklahoma
$518K
CTC
790
Cetera Trust Company
Minnesota
$516K
OAM
791
Oxford Asset Management
United Kingdom
$513K
OTL
792
Oak Thistle LLC
New York
$513K
3IP
793
3Chopt Investment Partners
Virginia
$511K
BTWM
794
Baker Tilly Wealth Management
Wisconsin
$509K
WIC
795
Woodmont Investment Counsel
Tennessee
$504K
CCA
796
Checchi Capital Advisers
California
$503K
SWM
797
Sterling Wealth Management
Illinois
$502K
RA
798
Ransom Advisory
Rhode Island
$501K
FBFS
799
First Business Financial Services
Wisconsin
$499K
FSA
800
Fort Sheridan Advisors
Illinois
$498K