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Ameriprise Financial

1,232 hedge funds and large institutions have $36.6B invested in Ameriprise Financial in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 420 increasing their positions, 412 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,232
Holders Change
+78
Holders Change %
+6.76%
% of All Funds
17.86%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
147
Increased
420
Reduced
412
Closed
56
Calls
$147M
Puts
$88.9M
Net Calls
+$58M
Net Calls Change
+$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
851
Aptus Capital Advisors
Alabama
$348K +$25K +57 +8%
WIC
852
Wilkins Investment Counsel
Massachusetts
$346K +$346K +790 New
POIA
853
Pin Oak Investment Advisors
Texas
$345K +$296K +676 +604%
DWM
854
Dakota Wealth Management
Florida
$343K -$7.45K -17 -2%
PFBT
855
Parkside Financial Bank & Trust
Missouri
$342K +$118K +269 +53%
PP
856
PDS Planning
Ohio
$340K +$12.3K +28 +4%
CSC
857
Caldwell Sutter Capital
California
$338K
DLA
858
Douglas Lane & Associates
New York
$334K
HH
859
Hilltop Holdings
Texas
$334K -$22.4K -51 -6%
PGFC
860
Peapack-Gladstone Financial Corp
New Jersey
$333K +$24.6K +56 +8%
PFSC
861
Peoples Financial Services Corp
Pennsylvania
$331K -$43.8K -100 -12%
FCB
862
First County Bank
Connecticut
$331K -$43.4K -99 -12%
CDH
863
Charles D. Hyman
$331K
BHBT
864
Burke & Herbert Bank & Trust
Virginia
$330K
BMA
865
Brooks Moore & Associates
Tennessee
$329K
I
866
InceptionR
California
$327K -$330K -753 -50%
RFA
867
ROI Financial Advisors
Oregon
$327K +$26.3K +60 +9%
PWMAG
868
Pinnacle Wealth Management Advisory Group
New Jersey
$326K -$22.8K -52 -7%
CWM
869
Chesapeake Wealth Management
Virginia
$324K -$21.9K -50 -6%
AG
870
AlTi Global
New York
$323K +$68.8K +157 +27%
NS
871
NBC Securities
Alabama
$323K -$3.5K -8 -1%
SWM
872
Spire Wealth Management
Virginia
$322K
LNB
873
Ledyard National Bank
$318K
FMLI
874
Fukoku Mutual Life Insurance
Japan
$317K
PIM
875
Progressive Investment Management
Oregon
$316K