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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 %
WA
926
Wealthstream Advisors
New York
$325K +$8.01K +15 +3%
GLLW
927
Graves Light Lenhart Wealth
Virginia
$323K
DWA
928
Dougherty Wealth Advisers
Minnesota
$322K
HIM
929
Harbour Investment Management
Washington
$320K
VCAM
930
Van Cleef Asset Management
Ohio
$320K
PAM
931
Paradigm Asset Management
New York
$320K +$320K +600 New
CAC
932
Core Alternative Capital
Georgia
$320K +$318K +596 +19,867%
CWG
933
Cornerstone Wealth Group
North Carolina
$318K -$2.67K -5 -0.8%
SPWG
934
Syntegra Private Wealth Group
Missouri
$316K +$3.74K +7 +1%
CFM
935
Catalyst Funds Management
Australia
$315K +$26.7K +50 +9%
SCM
936
Schnieders Capital Management
California
$313K +$313K +587 New
NAS
937
Nicolet Advisory Services
Wisconsin
$313K +$10.5K +21 +3%
WCM
938
Washington Capital Management
Washington
$313K
SCP
939
Sivia Capital Partners
California
$312K +$38.4K +72 +14%
IFWM
940
Institute for Wealth Management
Colorado
$312K
PWG
941
Portside Wealth Group
Utah
$311K -$46.4K -87 -13%
TIM
942
Tortoise Investment Management
New York
$311K +$84.9K +159 +38%
TCBWMS
943
Texas Capital Bank Wealth Management Services
Texas
$311K +$14.4K +27 +5%
FOA
944
Five Oceans Advisors
California
$310K +$1.6K +3 +0.5%
LSWP
945
Liberty Square Wealth Partners
Pennsylvania
$308K
ACM
946
AUA Capital Management
Pennsylvania
$308K
RCAG
947
Rehmann Capital Advisory Group
Michigan
$307K +$22.4K +42 +8%
AC
948
Apella Capital
Connecticut
$306K -$5.36K -10 -2%
DO
949
denkapparat Operations
Germany
$305K
WP
950
Westmount Partners
California
$303K