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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 %
OWM
851
OneAscent Wealth Management
Alabama
$411K +$23.5K +44 +6%
CMF
852
Counterpoint Mutual Funds
California
$411K +$411K +770 New
AWM
853
Accurate Wealth Management
Florida
$405K -$2.59M -4,781 -87%
IWM
854
IHT Wealth Management
Illinois
$403K +$35.2K +66 +10%
KFS
855
Kelly Financial Services
Massachusetts
$402K +$31K +58 +8%
RFW
856
Rainier Family Wealth
Washington
$401K
NFG
857
Northeast Financial Group
Pennsylvania
$401K -$5.34K -10 -1%
BHBT
858
Burke & Herbert Bank & Trust
Virginia
$400K
NEWAS
859
N.E.W. Advisory Services
Wisconsin
$400K -$400K -749 -50%
WA
860
WealthTrust Axiom
Pennsylvania
$399K
CSPIA
861
Cary Street Partners Investment Advisory
Virginia
$399K +$7.48K +14 +2%
CCMG
862
Clark Capital Management Group
Pennsylvania
$396K -$27.2K -51 -6%
TC
863
TownSquare Capital
Utah
$393K -$3.27M -6,128 -89%
DWM
864
Dakota Wealth Management
Florida
$392K -$28.8K -54 -7%
EH
865
Equitable Holdings
New York
$392K +$52.3K +98 +15%
PWMAG
866
Pinnacle Wealth Management Advisory Group
New Jersey
$391K +$11.2K +21 +3%
FBT
867
First Bank & Trust
South Dakota
$390K -$20.8K -39 -5%
FFS
868
Founders Financial Securities
Maryland
$386K -$1.6K -3 -0.4%
PIM
869
Progressive Investment Management
Oregon
$384K
DZ Bank
870
DZ Bank
Germany
$384K +$384K +720 New
RG
871
Renaissance Group
Kentucky
$381K -$53.4K -100 -12%
POIA
872
Pin Oak Investment Advisors
Texas
$381K
EFS
873
Essex Financial Services
Connecticut
$381K -$3.2K -6 -0.8%
SQA
874
Simon Quick Advisors
New Jersey
$380K +$87K +163 +30%
LNB
875
Ledyard National Bank
$379K +$3.2K +6 +0.9%