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Ameriprise Financial

1,351 hedge funds and large institutions have $43B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 462 increasing their positions, 501 reducing their positions, and 104 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:

8% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 501

1% less ownership

Funds ownership: 85.62%84.62% (-1%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
AWA
801
Aaron Wealth Advisors
Illinois
$509K
B
802
Bailard
California
$508K
CI
803
Cigna Investments
Connecticut
$503K
HPBT
804
Hickory Point Bank & Trust
Illinois
$499K
BA
805
Bridgewater Advisors
New York
$498K
CW
806
CreativeOne Wealth
Kansas
$497K
HBT
807
Hills Bank & Trust
Iowa
$497K
GAM
808
Groupama Asset Management
France
$496K
AFP
809
Ausdal Financial Partners
Iowa
$492K
DCBT
810
Dakota Community Bank & Trust
North Dakota
$491K
PP
811
PDS Planning
Ohio
$491K
GVAG
812
Great Valley Advisor Group
Delaware
$489K
GCM
813
Genus Capital Management
British Columbia, Canada
$488K
BMC
814
Beaton Management Company
Massachusetts
$486K
CFGA
815
Cambridge Financial Group (Arizona)
Arizona
$484K
CCG
816
Ceeto Capital Group
Florida
$480K
AIP
817
Ameritas Investment Partners
Nebraska
$480K
LIM
818
Leavell Investment Management
Alabama
$477K
SCM
819
Shelton Capital Management
Colorado
$476K
PCA
820
Pallas Capital Advisors
Massachusetts
$476K
WJWM
821
Williams Jones Wealth Management
New York
$475K
ACM
822
Advisors Capital Management
New Jersey
$475K
SWM
823
Spire Wealth Management
Virginia
$475K
PWAM
824
Private Wealth Asset Management
Iowa
$469K
CT
825
Colonial Trust
South Carolina
$469K