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Ameriprise Financial

1,030 hedge funds and large institutions have $26.7B invested in Ameriprise Financial in 2023 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 343 increasing their positions, 391 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
+10
Holders Change %
+0.98%
% of All Funds
16.49%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
104
Increased
343
Reduced
391
Closed
72
Calls
$64.2M
Puts
$64.8M
Net Calls
-$648K
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
801
Spire Wealth Management
Virginia
$229K -$17.8K -58 -7%
OR
802
Olympiad Research
Connecticut
$226K +$226K +738 New
KCM
803
Kathmere Capital Management
Pennsylvania
$226K -$6.74K -22 -3%
HH
804
Hilltop Holdings
Texas
$225K -$7.05K -23 -3%
SFS
805
Sowell Financial Services
Arkansas
$225K +$225K +735 New
HCM
806
Hollencrest Capital Management
California
$224K +$224K +731 New
CC
807
Courier Capital
New York
$224K
LFAS
808
Level Four Advisory Services
Texas
$223K +$223K +726 New
PIM
809
Progressive Investment Management
Oregon
$221K
VC
810
Veery Capital
Delaware
$220K +$220K +719 New
AAM
811
Aureus Asset Management
Massachusetts
$220K -$27.6K -90 -11%
GAM
812
Garrison Asset Management
Arkansas
$218K
SIM
813
Sentry Investment Management
Wisconsin
$218K -$6.44K -21 -3%
NB
814
Northwest Bancshares
Pennsylvania
$217K
HC
815
Hamilton Capital
Ohio
$215K -$39.5K -129 -16%
AAS
816
Avantax Advisory Services
Texas
$212K +$212K +693 New
SMC
817
Smith, Moore & Co
Missouri
$210K
ECG
818
Edge Capital Group
Georgia
$210K -$1.84K -6 -0.9%
CAI
819
Capital Advisors Inc
Oklahoma
$208K +$3.07K +10 +1%
PA
820
Perennial Advisors
New York
$208K +$208K +679 New
OWM
821
OneAscent Wealth Management
Alabama
$208K -$25.1K -82 -11%
BOSSRA
822
B.O.S.S. Retirement Advisors
Utah
$208K +$208K +678 New
MMA
823
Miracle Mile Advisors
California
$205K -$4.6K -15 -2%
WPP
824
Whalerock Point Partners
Rhode Island
$205K
EWA
825
EverSource Wealth Advisors
Alabama
$204K -$8.58K -28 -4%