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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
AWM
826
Avior Wealth Management
Nebraska
$455K
OF
827
Optimize Financial
California
$453K
SPF
828
South Plains Financial
Texas
$452K
PP
829
PDS Planning
Ohio
$449K
BMC
830
Beaton Management Company
Massachusetts
$447K
LCWP
831
Legacy Capital Wealth Partners
Arkansas
$447K
CFGA
832
Cambridge Financial Group (Arizona)
Arizona
$445K
CCG
833
Ceeto Capital Group
Florida
$442K
PGFC
834
Peapack-Gladstone Financial Corp
New Jersey
$442K
EI
835
Ellevest Inc
New York
$442K
LIM
836
Leavell Investment Management
Alabama
$439K
SAI
837
Savvy Advisors Inc
New York
$438K
WJWM
838
Williams Jones Wealth Management
New York
$437K
PWP
839
Perfromance Wealth Partners
Illinois
$437K
ICP
840
Interchange Capital Partners
Pennsylvania
$435K
EFS
841
Essex Financial Services
Connecticut
$434K
CCMG
842
Clark Capital Management Group
Pennsylvania
$433K
BA
843
Bridgewater Advisors
New York
$433K
ACM
844
Advisors Capital Management
New Jersey
$432K
PWAM
845
Private Wealth Asset Management
Iowa
$431K
PNC
846
Park National Corp
Ohio
$431K
SCM
847
Shelton Capital Management
Colorado
$430K
CT
848
Colonial Trust
South Carolina
$430K
HCM
849
Hengehold Capital Management
Ohio
$429K
BB
850
Busey Bank
Illinois
$426K