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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
CSPIA
901
Cary Street Partners Investment Advisory
Virginia
$355K
NFP
902
Narus Financial Partners
Utah
$353K
PWPS
903
Pinnacle Wealth Planning Services
Ohio
$353K
OWM
904
OneAscent Wealth Management
Alabama
$351K
VFA
905
Voya Financial Advisors
Connecticut
$351K
KCM
906
Kathmere Capital Management
Pennsylvania
$349K
ORI
907
Oak Ridge Investments
Illinois
$349K
PIM
908
Progressive Investment Management
Oregon
$349K
EFS
909
Essex Financial Services
Connecticut
$348K
PWMAG
910
Pinnacle Wealth Management Advisory Group
New Jersey
$345K
WI
911
WBI Investments
New Jersey
$344K
LNB
912
Ledyard National Bank
$341K
MEAC
913
M.E. Allison & Co
Texas
$341K
FFS
914
Founders Financial Securities
Maryland
$341K
MWM
915
Mindset Wealth Management
Indiana
$338K
KFS
916
Kelly Financial Services
Massachusetts
$336K
Hudson Bay Capital Management
917
Hudson Bay Capital Management
Connecticut
$334K
CPWA
918
Cerro Pacific Wealth Advisors
California
$334K
IWM
919
IHT Wealth Management
Illinois
$333K
MA
920
MONECO Advisors
Connecticut
$333K
SMC
921
Smith, Moore & Co
Missouri
$331K
PCP
922
Proficio Capital Partners
Massachusetts
$331K
CAG
923
Csenge Advisory Group
Florida
$329K
SC
924
Scotia Capital
Ontario, Canada
$327K
FCP
925
Fidelis Capital Partners
Florida
$327K