AMP icon

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
CCA
926
Coign Capital Advisors
Utah
$333K
IIM
927
Illumine Investment Management
Washington
$332K
RCA
928
Resonant Capital Advisors
Wisconsin
$330K
NI
929
NDVR Inc
Massachusetts
$328K
ORG
930
Optimist Retirement Group
Washington
$328K
CWM
931
Chesapeake Wealth Management
Virginia
$328K
OIS
932
OneAscent Investment Solutions
Alabama
$328K
AIC
933
Argus Investors Counsel
New York
$326K
WA
934
Wealthstream Advisors
New York
$325K
GLLW
935
Graves Light Lenhart Wealth
Virginia
$323K
DWA
936
Dougherty Wealth Advisers
Minnesota
$322K
VCAM
937
Van Cleef Asset Management
Ohio
$320K
HIM
938
Harbour Investment Management
Washington
$320K
PAM
939
Paradigm Asset Management
New York
$320K
CAC
940
Core Alternative Capital
Georgia
$320K
CWG
941
Cornerstone Wealth Group
North Carolina
$318K
SPWG
942
Syntegra Private Wealth Group
Missouri
$316K
CFM
943
Catalyst Funds Management
Australia
$315K
SCM
944
Schnieders Capital Management
California
$313K
NAS
945
Nicolet Advisory Services
Wisconsin
$313K
WCM
946
Washington Capital Management
Washington
$313K
SCP
947
Sivia Capital Partners
California
$312K
IFWM
948
Institute for Wealth Management
Colorado
$312K
PWG
949
Portside Wealth Group
Utah
$311K
TIM
950
Tortoise Investment Management
New York
$311K