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Ameriprise Financial

1,348 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, 461 increasing their positions, 500 reducing their positions, and 101 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:

0.88% less ownership

Funds ownership: 85.49%84.61% (-0.88%)

8% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 500

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
WP
851
WealthPLAN Partners
Nebraska
$427K
CAL
852
Capital Analysts LLC
Pennsylvania
$424K
SS
853
Sunbelt Securities
Texas
$424K
CI
854
CX Institutional
Indiana
$423K
DAS
855
Diversify Advisory Services
Utah
$420K
CSC
856
Caldwell Sutter Capital
California
$412K
OWM
857
OneAscent Wealth Management
Alabama
$411K
CMF
858
Counterpoint Mutual Funds
California
$411K
AWM
859
Accurate Wealth Management
Florida
$405K
CCM
860
Canal Capital Management
Virginia
$405K
IWM
861
IHT Wealth Management
Illinois
$403K
KFS
862
Kelly Financial Services
Massachusetts
$402K
RFW
863
Rainier Family Wealth
Washington
$401K
NFG
864
Northeast Financial Group
Pennsylvania
$401K
BHBT
865
Burke & Herbert Bank & Trust
Virginia
$400K
NEWAS
866
N.E.W. Advisory Services
Wisconsin
$400K
WA
867
WealthTrust Axiom
Pennsylvania
$399K
CSPIA
868
Cary Street Partners Investment Advisory
Virginia
$399K
CCMG
869
Clark Capital Management Group
Pennsylvania
$396K
TC
870
TownSquare Capital
Utah
$393K
DWM
871
Dakota Wealth Management
Florida
$392K
EH
872
Equitable Holdings
New York
$392K
PWMAG
873
Pinnacle Wealth Management Advisory Group
New Jersey
$391K
FBT
874
First Bank & Trust
South Dakota
$390K
FFS
875
Founders Financial Securities
Maryland
$386K