AMP icon

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
PWMAG
876
Pinnacle Wealth Management Advisory Group
New Jersey
$391K
FBT
877
First Bank & Trust
South Dakota
$390K
FFS
878
Founders Financial Securities
Maryland
$386K
PIM
879
Progressive Investment Management
Oregon
$384K
DZ Bank
880
DZ Bank
Germany
$384K
RG
881
Renaissance Group
Kentucky
$381K
POIA
882
Pin Oak Investment Advisors
Texas
$381K
EFS
883
Essex Financial Services
Connecticut
$381K
LNB
884
Ledyard National Bank
$379K
MEAC
885
M.E. Allison & Co
Texas
$376K
PCP
886
Proficio Capital Partners
Massachusetts
$376K
Walleye Capital
887
Walleye Capital
New York
$375K
KFGK
888
Keystone Financial Group (Kentucky)
Kentucky
$373K
MWM
889
Mindset Wealth Management
Indiana
$373K
SPF
890
South Plains Financial
Texas
$372K
BPCE
891
Bank Pictet & Cie (Europe)
Germany
$371K
MAM
892
Meeder Asset Management
Ohio
$370K
LCM
893
LRT Capital Management
Texas
$368K
SCM
894
SCS Capital Management
Massachusetts
$366K
SMC
895
Smith, Moore & Co
Missouri
$365K
FCP
896
Fidelis Capital Partners
Florida
$361K
SC
897
Scotia Capital
Ontario, Canada
$360K
CI
898
Conning Inc
Connecticut
$358K
CCA
899
Childress Capital Advisors
Texas
$356K
NB
900
Northwest Bancshares
Pennsylvania
$356K