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Ameriprise Financial

1,354 hedge funds and large institutions have $39.6B invested in Ameriprise Financial in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 488 increasing their positions, 481 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 1,3791,354 (-25)

10% less capital invested

Capital invested by funds: $44.1B → $39.6B (-$4.47B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$65.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
801
Parkside Financial Bank & Trust
Missouri
$494K
RA
802
Ransom Advisory
Rhode Island
$494K
LCWP
803
Legacy Capital Wealth Partners
Arkansas
$491K
PFP
804
Pinnacle Financial Partners
Tennessee
$490K
MA
805
MJP Associates
Connecticut
$487K
FSA
806
Fort Sheridan Advisors
Illinois
$484K
FCMC
807
Founders Capital Management (Connecticut)
Connecticut
$484K
BIG
808
Brooklyn Investment Group
New York
$484K
PFGIA
809
Patriot Financial Group Insurance Agency
Massachusetts
$484K
KFP
810
KMG Fiduciary Partners
Ohio
$484K
EW
811
Enzi Wealth
Texas
$482K
HI
812
Harbour Investments
Wisconsin
$481K
MCM
813
MV Capital Management
Maryland
$480K
RIL
814
Rothschild Investment LLC
Illinois
$476K
ACM
815
Aljian Capital Management
Nevada
$474K
SW
816
Simplicity Wealth
New Jersey
$473K
ETC
817
Exchange Traded Concepts
Oklahoma
$470K
CI
818
Cigna Investments
Connecticut
$467K
EW
819
Entruity Wealth
California
$465K
B
820
Bailard
California
$462K
MWM
821
Modern Wealth Management
Kansas
$460K
EFL
822
ERn Financial LLC
Wisconsin
$459K
ST
823
Somerset Trust
Pennsylvania
$458K
JFGIW
824
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$456K
HPBT
825
Hickory Point Bank & Trust
Illinois
$456K