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Ameriprise Financial

1,351 hedge funds and large institutions have $43B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 462 increasing their positions, 501 reducing their positions, and 104 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:

8% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 501

1% less ownership

Funds ownership: 85.62%84.62% (-1%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,351
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
EW
851
Evoke Wealth
California
$429K
BB
852
Busey Bank
Illinois
$429K
SC
853
Schulhoff & Co
Ohio
$427K
WP
854
WealthPLAN Partners
Nebraska
$427K
CAL
855
Capital Analysts LLC
Pennsylvania
$424K
SS
856
Sunbelt Securities
Texas
$424K
CI
857
CX Institutional
Indiana
$423K
DAS
858
Diversify Advisory Services
Utah
$420K
CSC
859
Caldwell Sutter Capital
California
$412K
OWM
860
OneAscent Wealth Management
Alabama
$411K
CMF
861
Counterpoint Mutual Funds
California
$411K
AWM
862
Accurate Wealth Management
Florida
$405K
CCM
863
Canal Capital Management
Virginia
$405K
IWM
864
IHT Wealth Management
Illinois
$403K
KFS
865
Kelly Financial Services
Massachusetts
$402K
RFW
866
Rainier Family Wealth
Washington
$401K
NFG
867
Northeast Financial Group
Pennsylvania
$401K
BHBT
868
Burke & Herbert Bank & Trust
Virginia
$400K
NEWAS
869
N.E.W. Advisory Services
Wisconsin
$400K
WA
870
WealthTrust Axiom
Pennsylvania
$399K
CSPIA
871
Cary Street Partners Investment Advisory
Virginia
$399K
CCMG
872
Clark Capital Management Group
Pennsylvania
$396K
TC
873
TownSquare Capital
Utah
$393K
DWM
874
Dakota Wealth Management
Florida
$392K
EH
875
Equitable Holdings
New York
$392K