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Ameriprise Financial

1,350 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, 500 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:

0.97% less ownership

Funds ownership: 85.52%84.55% (-0.97%)

8% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 500

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,350
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
NFP
901
Narus Financial Partners
Utah
$354K
VA
902
Valmark Advisers
Ohio
$353K
OWCM
903
One Wealth Capital Management
Arizona
$350K
TC
904
TwinBeech Capital
New York
$349K
CAG
905
Csenge Advisory Group
Florida
$348K
ACM
906
Argent Capital Management
Missouri
$348K
AHL
907
Abel Hall LLC
Louisiana
$346K
APA
908
Astoria Portfolio Advisors
New York
$345K
EDRH
909
Edmond de Rothschild Holding
Switzerland
$345K
PPW
910
Parcion Private Wealth
Washington
$344K
CA
911
Commerzbank Aktiengesellschaft
Germany
$343K
YIA
912
YHB Investment Advisors
Connecticut
$341K
MA
913
MONECO Advisors
Connecticut
$340K
OFS
914
OneAscent Financial Services
Alabama
$340K
SFI
915
SPC Financial Inc
Maryland
$340K
RFM
916
Royal Fund Management
Florida
$339K
CAMG
917
CWA Asset Management Group
Florida
$338K
SW
918
SlateStone Wealth
Florida
$338K
HCM
919
Howard Capital Management
Georgia
$338K
DMBA
920
Deseret Mutual Benefit Administrators
Utah
$337K
BMCM
921
Bryn Mawr Capital Management
Pennsylvania
$336K
CPWA
922
Cerro Pacific Wealth Advisors
California
$336K
MIM
923
MTM Investment Management
South Carolina
$334K
PFSC
924
Peoples Financial Services Corp
Pennsylvania
$334K
ATFA
925
All Terrain Financial Advisors
Minnesota
$333K