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Ameriprise Financial

1,344 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 433 increasing their positions, 482 reducing their positions, and 107 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $43B → $38.9B (-$4.06B)

10% less repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 482

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
851
Carr Financial Group
Massachusetts
$424K
WT
852
Whittier Trust
California
$424K
DWM
853
Drive Wealth Management
Utah
$422K
GAM
854
Groupama Asset Management
France
$422K
AIP
855
Ameritas Investment Partners
Nebraska
$422K
HSA
856
HBK Sorce Advisory
Pennsylvania
$420K
SWM
857
Sendero Wealth Management
Texas
$416K
PWPS
858
Pinnacle Wealth Planning Services
Ohio
$415K
GBT
859
Grove Bank & Trust
Florida
$415K
FWIA
860
Fort Washington Investment Advisors
Ohio
$414K
OIS
861
OneAscent Investment Solutions
Alabama
$414K
PT
862
Plimoth Trust
Massachusetts
$412K
BTI
863
Blue Trust Inc
Georgia
$412K
NWWA
864
New Wave Wealth Advisors
Arkansas
$412K
BEI
865
Benjamin Edwards Inc
Missouri
$411K
IA
866
IFG Advisory
Georgia
$408K
CCA
867
Childress Capital Advisors
Texas
$407K
WP
868
WealthPLAN Partners
Nebraska
$406K
NEWAS
869
N.E.W. Advisory Services
Wisconsin
$403K
PCA
870
Pallas Capital Advisors
Massachusetts
$403K
GWWM
871
Great Waters Wealth Management
Minnesota
$402K
CIG
872
Cairn Investment Group
Washington
$400K
TWM
873
Tradition Wealth Management
Minnesota
$399K
CAL
874
Capital Analysts LLC
Pennsylvania
$395K
AG
875
Ascent Group
Virginia
$394K