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Ameriprise Financial

1,344 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 433 increasing their positions, 482 reducing their positions, and 107 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $43B → $38.9B (-$4.06B)

10% less repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 482

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
801
Ignite Planners
California
$496K
ST
802
Somerset Trust
Pennsylvania
$495K
HI
803
Harbour Investments
Wisconsin
$494K
RB
804
Renasant Bank
Mississippi
$492K
ECM
805
Element Capital Management
New York
$492K
AFM
806
Armstrong Fleming & Moore
District of Columbia
$491K
FCMC
807
Founders Capital Management (Connecticut)
Connecticut
$491K
PFGIA
808
Patriot Financial Group Insurance Agency
Massachusetts
$491K
KFP
809
KMG Fiduciary Partners
Ohio
$491K
LI
810
LMCG Investments
Massachusetts
$490K
EWM
811
Evercore Wealth Management
New York
$489K
EHC
812
Everett Harris & Co
California
$487K
SB
813
Sunflower Bank
Texas
$485K
RIL
814
Rothschild Investment LLC
Illinois
$482K
ACM
815
Aljian Capital Management
Nevada
$482K
MWM
816
Modern Wealth Management
Kansas
$481K
EW
817
Enzi Wealth
Texas
$476K
EW
818
Entruity Wealth
California
$472K
JSW
819
Journey Strategic Wealth
New Jersey
$469K
B
820
Bailard
California
$468K
CW
821
CreativeOne Wealth
Kansas
$466K
DCBT
822
Dakota Community Bank & Trust
North Dakota
$463K
HPBT
823
Hickory Point Bank & Trust
Illinois
$459K
CI
824
Cigna Investments
Connecticut
$459K
HBT
825
Hills Bank & Trust
Iowa
$457K