AMP icon

Ameriprise Financial

1,030 hedge funds and large institutions have $26.7B invested in Ameriprise Financial in 2023 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 343 increasing their positions, 391 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
+10
Holders Change %
+0.98%
% of All Funds
16.49%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
104
Increased
343
Reduced
391
Closed
72
Calls
$64.2M
Puts
$64.8M
Net Calls
-$648K
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
926
Trifecta Capital Advisors
Illinois
$32.2K
FCA
927
FinTrust Capital Advisors
South Carolina
$31.8K
WIM
928
Westside Investment Management
California
$31.3K
DAM
929
Delta Asset Management
Tennessee
$30.7K
BSC
930
Brown Shipley & Co
United Kingdom
$30.7K +$30.7K +100 New
BIA
931
Bell Investment Advisors
California
$29.4K -$1.84K -6 -6%
PP
932
PFS Partners
New Jersey
$29.1K
CAM
933
Close Asset Management
United Kingdom
$29K
BSB
934
Bangor Savings Bank
Maine
$28.8K
JWA
935
JFS Wealth Advisors
Pennsylvania
$28.2K -$920 -3 -3%
PSB
936
Piscataqua Savings Bank
New Hampshire
$27.6K
HFS
937
Hantz Financial Services
Michigan
$27K -$35K -114 -56%
ADL
938
Asset Dedication LLC
California
$27K
FFL
939
Financial Freedom LLC
Ohio
$27K
GWM
940
Geneos Wealth Management
Colorado
$24.8K -$67.7K -221 -73%
TLCM
941
Twin Lakes Capital Management
California
$24.3K
AF
942
Advisornet Financial
Minnesota
$24.2K +$307 +1 +1%
ATC
943
Adirondack Trust Company
New York
$24.2K
EL
944
EMFO LLC
Florida
$23.3K
RFA
945
Resurgent Financial Advisors
Georgia
$22.4K -$23.3K -76 -51%
SWA
946
Sutton Wealth Advisors
Florida
$22.1K -$2.45K -8 -10%
RBC
947
Roble Belko & Company
Pennsylvania
$21K
SC
948
Schubert & Co
Texas
$18.1K -$1.84K -6 -9%
WP
949
WealthPLAN Partners
Nebraska
$18.1K +$18.1K +59 New
KM
950
Kalos Management
Georgia
$17.8K +$17.8K +58 New