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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
SC
876
Schulhoff & Co
Ohio
$393K
CI
877
CX Institutional
Indiana
$393K
FCP
878
Fidelis Capital Partners
Florida
$393K
SWR
879
Spahn Wealth & Retirement
Arizona
$391K
SCM
880
Schnieders Capital Management
California
$387K
EC
881
EntryPoint Capital
New York
$385K
CSC
882
Caldwell Sutter Capital
California
$379K
OC
883
Oppenheimer & Co
New York
$374K
CCM
884
Canal Capital Management
Virginia
$373K
RFW
885
Rainier Family Wealth
Washington
$369K
LS
886
Livforsakringsbolaget Skandia
Sweden
$369K
KF
887
Krilogy Financial
Missouri
$369K
BHBT
888
Burke & Herbert Bank & Trust
Virginia
$368K
WA
889
WealthTrust Axiom
Pennsylvania
$368K
SWM
890
Spire Wealth Management
Virginia
$366K
POIA
891
Pin Oak Investment Advisors
Texas
$366K
AWM
892
Accurate Wealth Management
Florida
$363K
CSPIA
893
Cary Street Partners Investment Advisory
Virginia
$361K
NFG
894
Northeast Financial Group
Pennsylvania
$361K
OWM
895
OneAscent Wealth Management
Alabama
$360K
APA
896
Astoria Portfolio Advisors
New York
$360K
CFG
897
Clayton Financial Group
Missouri
$360K
AIM
898
Acropolis Investment Management
Missouri
$359K
PWMAG
899
Pinnacle Wealth Management Advisory Group
New Jersey
$359K
SMC
900
Smith, Moore & Co
Missouri
$359K