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Ameriprise Financial

1,155 hedge funds and large institutions have $32.8B invested in Ameriprise Financial in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 336 increasing their positions, 438 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+76
Holders Change %
+7.04%
% of All Funds
16.93%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
167
Increased
336
Reduced
438
Closed
72
Calls
$87.9M
Puts
$84.6M
Net Calls
+$3.28M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Shares
Change %
APP
851
Avantax Planning Partners
Iowa
$250K -$380 -1 -0.2%
OFS
852
OneAscent Financial Services
Alabama
$250K +$250K +657 New
PTC
853
Private Trust Company
Ohio
$250K +$25.1K +66 +11%
FCP
854
Fidelis Capital Partners
Florida
$249K +$12.2K +32 +5%
AMCA
855
Arthur M. Cohen & Associates
Illinois
$247K
CFG
856
Carr Financial Group
Massachusetts
$246K -$246K -648 -50%
CAM
857
Cidel Asset Management
Ontario, Canada
$246K +$246K +648 New
CCFCSB
858
Cape Cod Five Cents Savings Bank
Massachusetts
$245K -$245K -646 -50%
ECG
859
Edge Capital Group
Georgia
$245K
SGI
860
Summit Global Investments
Utah
$245K -$207K -546 -46%
HIG
861
Heritage Investment Group
Florida
$245K +$245K +645 New
WA
862
WBH Advisory
Maryland
$243K
R
863
Rebalance
California
$243K
AAS
864
Ameritas Advisory Services
Nebraska
$242K +$242K +620 New
PCP
865
Proficio Capital Partners
Massachusetts
$242K +$242K +637 New
RWA
866
River Wealth Advisors
Pennsylvania
$242K +$242K +637 New
AWA
867
Aaron Wealth Advisors
Illinois
$242K +$242K +637 New
BJL
868
Brighton Jones LLC
Washington
$242K -$41.8K -110 -15%
Los Angeles Capital Management
869
Los Angeles Capital Management
California
$241K -$24.3K -64 -9%
FOA
870
Five Oceans Advisors
California
$241K -$1.14K -3 -0.5%
FI
871
FWG Investments
Kentucky
$240K +$240K +633 New
LFG
872
Larson Financial Group
Missouri
$240K +$69.9K +184 +41%
WKSWA
873
White Knight Strategic Wealth Advisors
New Jersey
$240K -$38K -100 -14%
BMO
874
Beck Mack & Oliver
New York
$240K
DGAM
875
Desjardins Global Asset Management
Quebec, Canada
$239K +$4.18K +11 +2%