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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
APA
926
Astoria Portfolio Advisors
New York
$325K
PWG
927
Portside Wealth Group
Utah
$324K
VA
928
Valmark Advisers
Ohio
$324K
CIA
929
Concurrent Investment Advisors
Florida
$323K
NB
930
Northwest Bancshares
Pennsylvania
$323K
EDRH
931
Edmond de Rothschild Holding
Switzerland
$313K
YIA
932
YHB Investment Advisors
Connecticut
$312K
WA
933
WBH Advisory
Maryland
$311K
CA
934
Commerzbank Aktiengesellschaft
Germany
$311K
MPM
935
MBB Public Markets
Illinois
$310K
EH
936
Equitable Holdings
New York
$308K
SFI
937
SPC Financial Inc
Maryland
$307K
RFM
938
Royal Fund Management
Florida
$307K
SW
939
SlateStone Wealth
Florida
$306K
DMBA
940
Deseret Mutual Benefit Administrators
Utah
$306K
MIM
941
MTM Investment Management
South Carolina
$306K
BMCM
942
Bryn Mawr Capital Management
Pennsylvania
$304K
CCFCSB
943
Cape Cod Five Cents Savings Bank
Massachusetts
$303K
EW
944
Evoke Wealth
California
$303K
CWM
945
Chesapeake Wealth Management
Virginia
$303K
PFSC
946
Peoples Financial Services Corp
Pennsylvania
$303K
CCA
947
Coign Capital Advisors
Utah
$302K
ATFA
948
All Terrain Financial Advisors
Minnesota
$302K
IIM
949
Illumine Investment Management
Washington
$301K
RWP
950
Revolve Wealth Partners
New Jersey
$299K