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Ameriprise Financial

1,348 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, 461 increasing their positions, 500 reducing their positions, and 101 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:

0.88% less ownership

Funds ownership: 85.49%84.61% (-0.88%)

8% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 500

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
HPBT
801
Hickory Point Bank & Trust
Illinois
$499K
BA
802
Bridgewater Advisors
New York
$498K
CW
803
CreativeOne Wealth
Kansas
$497K
HBT
804
Hills Bank & Trust
Iowa
$497K
GAM
805
Groupama Asset Management
France
$496K
AFP
806
Ausdal Financial Partners
Iowa
$492K
DCBT
807
Dakota Community Bank & Trust
North Dakota
$491K
PP
808
PDS Planning
Ohio
$491K
GVAG
809
Great Valley Advisor Group
Delaware
$489K
GCM
810
Genus Capital Management
British Columbia, Canada
$488K
BMC
811
Beaton Management Company
Massachusetts
$486K
CFGA
812
Cambridge Financial Group (Arizona)
Arizona
$484K
CCG
813
Ceeto Capital Group
Florida
$480K
AIP
814
Ameritas Investment Partners
Nebraska
$480K
LIM
815
Leavell Investment Management
Alabama
$477K
SCM
816
Shelton Capital Management
Colorado
$476K
PCA
817
Pallas Capital Advisors
Massachusetts
$476K
WJWM
818
Williams Jones Wealth Management
New York
$475K
ACM
819
Advisors Capital Management
New Jersey
$475K
SWM
820
Spire Wealth Management
Virginia
$475K
PWAM
821
Private Wealth Asset Management
Iowa
$469K
CT
822
Colonial Trust
South Carolina
$469K
PNC
823
Park National Corp
Ohio
$468K
PEAK6
824
PEAK6
Illinois
$468K
HCM
825
Hengehold Capital Management
Ohio
$466K