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Ameriprise Financial

1,340 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, 458 increasing their positions, 497 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-10
Holders Change %
-0.74%
% of All Funds
17.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
118
Increased
458
Reduced
497
Closed
99
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
EDRH
901
Edmond de Rothschild Holding
Switzerland
$345K
PPW
902
Parcion Private Wealth
Washington
$344K -$59.2K -111 -15%
CA
903
Commerzbank Aktiengesellschaft
Germany
$343K
YIA
904
YHB Investment Advisors
Connecticut
$341K -$3.74K -7 -1%
MA
905
MONECO Advisors
Connecticut
$340K -$26.7K -50 -7%
OFS
906
OneAscent Financial Services
Alabama
$340K -$70.6K -132 -17%
SFI
907
SPC Financial Inc
Maryland
$340K +$1.07K +2 +0.3%
RFM
908
Royal Fund Management
Florida
$339K +$1.07K +2 +0.3%
CAMG
909
CWA Asset Management Group
Florida
$338K +$50.2K +94 +17%
SW
910
SlateStone Wealth
Florida
$338K
HCM
911
Howard Capital Management
Georgia
$338K +$33.1K +62 +11%
DMBA
912
Deseret Mutual Benefit Administrators
Utah
$337K
BMCM
913
Bryn Mawr Capital Management
Pennsylvania
$336K +$1.07K +2 +0.3%
CPWA
914
Cerro Pacific Wealth Advisors
California
$336K +$1.07K +2 +0.3%
MIM
915
MTM Investment Management
South Carolina
$334K
PFSC
916
Peoples Financial Services Corp
Pennsylvania
$334K
ATFA
917
All Terrain Financial Advisors
Minnesota
$333K
CCA
918
Coign Capital Advisors
Utah
$333K
IIM
919
Illumine Investment Management
Washington
$332K
RCA
920
Resonant Capital Advisors
Wisconsin
$330K +$46.4K +87 +16%
NI
921
NDVR Inc
Massachusetts
$328K -$534 -1 -0.2%
ORG
922
Optimist Retirement Group
Washington
$328K +$34.2K +64 +12%
CWM
923
Chesapeake Wealth Management
Virginia
$328K -$5.34K -10 -2%
OIS
924
OneAscent Investment Solutions
Alabama
$328K -$1.07K -2 -0.3%
AIC
925
Argus Investors Counsel
New York
$326K -$1.6K -3 -0.5%