AMP icon

Ameriprise Financial

1,340 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, 458 increasing their positions, 497 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-10
Holders Change %
-0.74%
% of All Funds
17.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
118
Increased
458
Reduced
497
Closed
99
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
801
Ausdal Financial Partners
Iowa
$492K +$8.01K +15 +2%
PP
802
PDS Planning
Ohio
$491K +$52.8K +99 +12%
GVAG
803
Great Valley Advisor Group
Delaware
$489K -$147K -276 -23%
GCM
804
Genus Capital Management
British Columbia, Canada
$488K -$5.34K -10 -1%
BMC
805
Beaton Management Company
Massachusetts
$486K
CFGA
806
Cambridge Financial Group (Arizona)
Arizona
$484K
CCG
807
Ceeto Capital Group
Florida
$480K -$533 -1 -0.1%
AIP
808
Ameritas Investment Partners
Nebraska
$480K -$9.61K -18 -2%
LIM
809
Leavell Investment Management
Alabama
$477K +$26.2K +49 +6%
SCM
810
Shelton Capital Management
Colorado
$476K +$184K +344 +63%
PCA
811
Pallas Capital Advisors
Massachusetts
$476K -$320K -600 -40%
WJWM
812
Williams Jones Wealth Management
New York
$475K
ACM
813
Advisors Capital Management
New Jersey
$475K -$5.88K -11 -1%
SWM
814
Spire Wealth Management
Virginia
$475K -$288K -540 -38%
PWAM
815
Private Wealth Asset Management
Iowa
$469K -$320K -600 -41%
CT
816
Colonial Trust
South Carolina
$469K +$1.07K +2 +0.2%
PNC
817
Park National Corp
Ohio
$468K +$1.07K +2 +0.2%
PEAK6
818
PEAK6
Illinois
$468K +$468K +876 New
HCM
819
Hengehold Capital Management
Ohio
$466K
HSA
820
HBK Sorce Advisory
Pennsylvania
$466K +$5.87K +11 +1%
GWMR
821
GC Wealth Management RIA
Massachusetts
$464K +$464K +870 New
DWM
822
Drive Wealth Management
Utah
$464K -$12.3K -23 -3%
BTI
823
Blue Trust Inc
Georgia
$462K +$19.8K +37 +4%
WT
824
Whittier Trust
California
$460K +$30.4K +57 +7%
PT
825
Plimoth Trust
Massachusetts
$458K -$4.8K -9 -1%