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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
IP
826
Ignite Planners
California
$455K
JSW
827
Journey Strategic Wealth
New Jersey
$454K
3IP
828
3Chopt Investment Partners
Virginia
$451K
HBT
829
Hills Bank & Trust
Iowa
$451K
GCM
830
Genus Capital Management
British Columbia, Canada
$448K
DWP
831
Daymark Wealth Partners
Ohio
$446K
AIP
832
Ameritas Investment Partners
Nebraska
$444K
BA
833
Bridgewater Advisors
New York
$444K
PTC
834
Private Trust Company
Ohio
$442K
BMC
835
Beaton Management Company
Massachusetts
$441K
CW
836
CreativeOne Wealth
Kansas
$441K
AFP
837
Ausdal Financial Partners
Iowa
$439K
EI
838
Ellevest Inc
New York
$439K
CFGA
839
Cambridge Financial Group (Arizona)
Arizona
$438K
AWA
840
Aaron Wealth Advisors
Illinois
$438K
CCG
841
Ceeto Capital Group
Florida
$436K
ACM
842
Advisors Capital Management
New Jersey
$436K
DWM
843
Drive Wealth Management
Utah
$432K
WJWM
844
Williams Jones Wealth Management
New York
$431K
GCP
845
Garda Capital Partners
Minnesota
$430K
FCB
846
First County Bank
Connecticut
$428K
MSCM
847
McElhenny Sheffield Capital Management
Texas
$427K
CT
848
Colonial Trust
South Carolina
$424K
PNC
849
Park National Corp
Ohio
$424K
HCM
850
Hengehold Capital Management
Ohio
$423K