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Ameriprise Financial

1,354 hedge funds and large institutions have $39.6B invested in Ameriprise Financial in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 488 increasing their positions, 481 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 1,3791,354 (-25)

10% less capital invested

Capital invested by funds: $44.1B → $39.6B (-$4.47B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$65.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
876
WealthPLAN Partners
Nebraska
$387K
QCM
877
Qsemble Capital Management
New York
$386K
CAL
878
Capital Analysts LLC
Pennsylvania
$385K
CCMG
879
Clark Capital Management Group
Pennsylvania
$384K
JF
880
Jump Financial
Illinois
$382K
DWM
881
Dakota Wealth Management
Florida
$381K
ICP
882
Interchange Capital Partners
Pennsylvania
$381K
POIA
883
Pin Oak Investment Advisors
Texas
$380K
KFGK
884
Keystone Financial Group (Kentucky)
Kentucky
$378K
QT
885
Quantbot Technologies
New York
$375K
OWCM
886
One Wealth Capital Management
Arizona
$375K
CSC
887
Caldwell Sutter Capital
California
$374K
OFS
888
OneAscent Financial Services
Alabama
$373K
FBT
889
First Bank & Trust
South Dakota
$373K
AG
890
Ascent Group
Virginia
$371K
NFG
891
Northeast Financial Group
Pennsylvania
$368K
CCM
892
Canal Capital Management
Virginia
$366K
PPW
893
Parcion Private Wealth
Washington
$366K
RFW
894
Rainier Family Wealth
Washington
$364K
BHBT
895
Burke & Herbert Bank & Trust
Virginia
$363K
FGP
896
Freestone Grove Partners
California
$363K
WA
897
WealthTrust Axiom
Pennsylvania
$362K
SS
898
Sunbelt Securities
Texas
$360K
EWM
899
Empirical Wealth Management
Washington
$358K
AAS
900
Ameritas Advisory Services
Nebraska
$357K