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Ameriprise Financial

1,348 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, 461 increasing their positions, 500 reducing their positions, and 101 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:

0.88% less ownership

Funds ownership: 85.49%84.61% (-0.88%)

8% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 500

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
RCA
926
Resonant Capital Advisors
Wisconsin
$330K
NI
927
NDVR Inc
Massachusetts
$328K
ORG
928
Optimist Retirement Group
Washington
$328K
CWM
929
Chesapeake Wealth Management
Virginia
$328K
OIS
930
OneAscent Investment Solutions
Alabama
$328K
AIC
931
Argus Investors Counsel
New York
$326K
WA
932
Wealthstream Advisors
New York
$325K
GLLW
933
Graves Light Lenhart Wealth
Virginia
$323K
DWA
934
Dougherty Wealth Advisers
Minnesota
$322K
HIM
935
Harbour Investment Management
Washington
$320K
VCAM
936
Van Cleef Asset Management
Ohio
$320K
PAM
937
Paradigm Asset Management
New York
$320K
CAC
938
Core Alternative Capital
Georgia
$320K
CWG
939
Cornerstone Wealth Group
North Carolina
$318K
SPWG
940
Syntegra Private Wealth Group
Missouri
$316K
CFM
941
Catalyst Funds Management
Australia
$315K
SCM
942
Schnieders Capital Management
California
$313K
NAS
943
Nicolet Advisory Services
Wisconsin
$313K
WCM
944
Washington Capital Management
Washington
$313K
SCP
945
Sivia Capital Partners
California
$312K
IFWM
946
Institute for Wealth Management
Colorado
$312K
PWG
947
Portside Wealth Group
Utah
$311K
TIM
948
Tortoise Investment Management
New York
$311K
TCBWMS
949
Texas Capital Bank Wealth Management Services
Texas
$311K
FOA
950
Five Oceans Advisors
California
$310K