AMP icon

Ameriprise Financial

1,340 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, 458 increasing their positions, 497 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-10
Holders Change %
-0.74%
% of All Funds
17.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
118
Increased
458
Reduced
497
Closed
99
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PWPS
826
Pinnacle Wealth Planning Services
Ohio
$458K +$69.4K +130 +18%
SAI
827
Savvy Advisors Inc
New York
$454K +$210K +393 +86%
SWM
828
Sendero Wealth Management
Texas
$452K
GBT
829
Grove Bank & Trust
Florida
$450K +$17.6K +33 +4%
FWIA
830
Fort Washington Investment Advisors
Ohio
$450K
BEI
831
Benjamin Edwards Inc
Missouri
$448K -$392K -733 -47%
MWM
832
Maridea Wealth Management
New York
$445K +$192K +360 +76%
NWWA
833
New Wave Wealth Advisors
Arkansas
$444K +$2.67K +5 +0.6%
IA
834
IFG Advisory
Georgia
$443K
TWM
835
Tradition Wealth Management
Minnesota
$437K +$4.27K +8 +1%
GWWM
836
Great Waters Wealth Management
Minnesota
$437K
CIG
837
Cairn Investment Group
Washington
$434K
PPC
838
Park Place Capital
Alabama
$434K -$1.62K -3 -0.4%
CFG
839
Carr Financial Group
Massachusetts
$433K +$1.6K +3 +0.4%
ICP
840
Interchange Capital Partners
Pennsylvania
$430K +$9.06K +17 +2%
AG
841
Ascent Group
Virginia
$429K +$20.3K +38 +5%
EW
842
Evoke Wealth
California
$429K +$94.5K +177 +28%
BB
843
Busey Bank
Illinois
$429K -$16.5K -31 -4%
SC
844
Schulhoff & Co
Ohio
$427K
WP
845
WealthPLAN Partners
Nebraska
$427K
CAL
846
Capital Analysts LLC
Pennsylvania
$424K
SS
847
Sunbelt Securities
Texas
$424K +$27.7K +52 +7%
CI
848
CX Institutional
Indiana
$423K -$4.66M -8,722 -92%
DAS
849
Diversify Advisory Services
Utah
$420K +$420K +812 New
CSC
850
Caldwell Sutter Capital
California
$412K