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Ameriprise Financial

1,349 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, 462 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: 85.5%84.62% (-0.88%)

8% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 500

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,349
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
HCM
826
Hengehold Capital Management
Ohio
$466K
HSA
827
HBK Sorce Advisory
Pennsylvania
$466K
GWMR
828
GC Wealth Management RIA
Massachusetts
$464K
DWM
829
Drive Wealth Management
Utah
$464K
BTI
830
Blue Trust Inc
Georgia
$462K
WT
831
Whittier Trust
California
$460K
PT
832
Plimoth Trust
Massachusetts
$458K
PWPS
833
Pinnacle Wealth Planning Services
Ohio
$458K
SAI
834
Savvy Advisors Inc
New York
$454K
SWM
835
Sendero Wealth Management
Texas
$452K
GBT
836
Grove Bank & Trust
Florida
$450K
FWIA
837
Fort Washington Investment Advisors
Ohio
$450K
BEI
838
Benjamin Edwards Inc
Missouri
$448K
MWM
839
Maridea Wealth Management
New York
$445K
NWWA
840
New Wave Wealth Advisors
Arkansas
$444K
IA
841
IFG Advisory
Georgia
$443K
TWM
842
Tradition Wealth Management
Minnesota
$437K
GWWM
843
Great Waters Wealth Management
Minnesota
$437K
CIG
844
Cairn Investment Group
Washington
$434K
PPC
845
Park Place Capital
Alabama
$434K
CFG
846
Carr Financial Group
Massachusetts
$433K
ICP
847
Interchange Capital Partners
Pennsylvania
$430K
AG
848
Ascent Group
Virginia
$429K
EW
849
Evoke Wealth
California
$429K
BB
850
Busey Bank
Illinois
$429K