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Ameriprise Financial
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Overview Fund Activity

1,376 hedge funds and large institutions have $44.1B invested in Ameriprise Financial in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 423 increasing their positions, 490 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,376
Holders Change
+123
Holders Change %
+9.82%
% of All Funds
18.31%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
204
Increased
423
Reduced
490
Closed
57
Calls
$105M
Puts
$48.4M
Net Calls
+$56.5M
Net Calls Change
+$88.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$275M
2
BlackRock
BlackRock
New York
+$271M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$180M
4
Northern Trust
Northern Trust
Illinois
+$112M
5
Amundi
Amundi
France
+$111M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$130M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$114M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$114M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$82M
5
Deutsche Bank
Deutsche Bank
Germany
-$72.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
901
Essex Financial Services
Connecticut
$398K +$16.5K +31 +4%
SWM
902
Spire Wealth Management
Virginia
$397K +$4.26K +8 +1%
OF
903
Optimize Financial
California
$395K +$395K +742 New
LNB
904
Ledyard National Bank
$395K +$4.26K +8 +1%
SG Americas Securities
905
SG Americas Securities
New York
$394K -$29.3M -55,049 -99%
MA
906
MONECO Advisors
Connecticut
$393K +$66K +124 +20%
ORI
907
Oak Ridge Investments
Illinois
$393K +$393K +738 New
CSPIA
908
Cary Street Partners Investment Advisory
Virginia
$386K -$812K -1,524 -68%
CPBTD
909
Central Pacific Bank - Trust Division
Hawaii
$385K -$60.2K -113 -14%
NFP
910
Narus Financial Partners
Utah
$385K +$69.2K +130 +22%
PIM
911
Progressive Investment Management
Oregon
$383K – – –
FNT
912
First National Trust
Pennsylvania
$382K – – –
KCM
913
Kathmere Capital Management
Pennsylvania
$382K +$2.66K +5 +0.7%
LI
914
LRI Investments
Florida
$380K – – –
VBFP
915
Valtinson Bruner Financial Planning
Minnesota
$377K – – –
MEAC
916
M.E. Allison & Co
Texas
$375K +$375K +705 New
GM
917
GeoWealth Management
Illinois
$375K -$40.5K -76 -10%
PWPS
918
Pinnacle Wealth Planning Services
Ohio
$374K -$139K -261 -27%
PGFC
919
Peapack-Gladstone Financial Corp
New Jersey
$374K – – –
PCM
920
Penserra Capital Management
California
$374K +$121K +228 +48%
FCP
921
Fidelis Capital Partners
Florida
$374K +$4.83K +9 +1%
OWCM
922
One Wealth Capital Management
Arizona
$372K +$372K +699 New
PCP
923
Proficio Capital Partners
Massachusetts
$372K +$124K +232 +50%
MWM
924
Mindset Wealth Management
Indiana
$372K – – –
POIA
925
Pin Oak Investment Advisors
Texas
$370K – – –
35 36
37
38 39