AMP icon

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
PNC
826
Park National Corp
Ohio
$468K
PEAK6
827
PEAK6
Illinois
$468K
HCM
828
Hengehold Capital Management
Ohio
$466K
HSA
829
HBK Sorce Advisory
Pennsylvania
$466K
GWMR
830
GC Wealth Management RIA
Massachusetts
$464K
DWM
831
Drive Wealth Management
Utah
$464K
BTI
832
Blue Trust Inc
Georgia
$462K
WT
833
Whittier Trust
California
$460K
PT
834
Plimoth Trust
Massachusetts
$458K
PWPS
835
Pinnacle Wealth Planning Services
Ohio
$458K
SAI
836
Savvy Advisors Inc
New York
$454K
SWM
837
Sendero Wealth Management
Texas
$452K
GBT
838
Grove Bank & Trust
Florida
$450K
FWIA
839
Fort Washington Investment Advisors
Ohio
$450K
BEI
840
Benjamin Edwards Inc
Missouri
$448K
MWM
841
Maridea Wealth Management
New York
$445K
NWWA
842
New Wave Wealth Advisors
Arkansas
$444K
IA
843
IFG Advisory
Georgia
$443K
TWM
844
Tradition Wealth Management
Minnesota
$437K
GWWM
845
Great Waters Wealth Management
Minnesota
$437K
CIG
846
Cairn Investment Group
Washington
$434K
PPC
847
Park Place Capital
Alabama
$434K
CFG
848
Carr Financial Group
Massachusetts
$433K
ICP
849
Interchange Capital Partners
Pennsylvania
$430K
AG
850
Ascent Group
Virginia
$429K