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
TCBWMS
951
Texas Capital Bank Wealth Management Services
Texas
$311K
FOA
952
Five Oceans Advisors
California
$310K
LSWP
953
Liberty Square Wealth Partners
Pennsylvania
$308K
ACM
954
AUA Capital Management
Pennsylvania
$308K
RCAG
955
Rehmann Capital Advisory Group
Michigan
$307K
AC
956
Apella Capital
Connecticut
$306K
DO
957
denkapparat Operations
Germany
$305K
CCFCSB
958
Cape Cod Five Cents Savings Bank
Massachusetts
$303K
AI
959
Accredited Investors
Minnesota
$303K
WP
960
Westmount Partners
California
$303K
PPWM
961
PFG Private Wealth Management
Florida
$302K
EB
962
Emprise Bank
Kansas
$298K
PPWM
963
Paragon Private Wealth Management
Kentucky
$298K
MPW
964
MASECO Private Wealth
$297K
GHAM
965
Gilman Hill Asset Management
Connecticut
$296K
VC
966
Veery Capital
Delaware
$295K
CFP
967
Cascade Financial Partners
California
$295K
MNBTD
968
Moody National Bank Trust Division
Texas
$295K
HGA
969
Hobbs Group Advisors
South Carolina
$294K
PTC
970
Philadelphia Trust Company
Pennsylvania
$294K
RZH
971
Relyea Zuckerberg Hanson
Connecticut
$291K
WAM
972
Walker Asset Management
Missouri
$291K
JFG
973
Jefferies Financial Group
New York
$288K
WA
974
Wealthstar Advisors
Texas
$287K
HWM
975
Hemington Wealth Management
Virginia
$287K