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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
LSWP
951
Liberty Square Wealth Partners
Pennsylvania
$308K
ACM
952
AUA Capital Management
Pennsylvania
$308K
RCAG
953
Rehmann Capital Advisory Group
Michigan
$307K
AC
954
Apella Capital
Connecticut
$306K
DO
955
denkapparat Operations
Germany
$305K
AI
956
Accredited Investors
Minnesota
$303K
WP
957
Westmount Partners
California
$303K
PPWM
958
PFG Private Wealth Management
Florida
$302K
EB
959
Emprise Bank
Kansas
$298K
PPWM
960
Paragon Private Wealth Management
Kentucky
$298K
MPW
961
MASECO Private Wealth
$297K
GHAM
962
Gilman Hill Asset Management
Connecticut
$296K
VC
963
Veery Capital
Delaware
$295K
CFP
964
Cascade Financial Partners
California
$295K
MNBTD
965
Moody National Bank Trust Division
Texas
$295K
HGA
966
Hobbs Group Advisors
South Carolina
$294K
PTC
967
Philadelphia Trust Company
Pennsylvania
$294K
RZH
968
Relyea Zuckerberg Hanson
Connecticut
$291K
WAM
969
Walker Asset Management
Missouri
$291K
JFG
970
Jefferies Financial Group
New York
$288K
WA
971
Wealthstar Advisors
Texas
$287K
HWM
972
Hemington Wealth Management
Virginia
$287K
HC
973
Hamilton Capital
Ohio
$286K
RW
974
Regimen Wealth
Georgia
$281K
SBWIC
975
Schaper Benz & Wise Investment Counsel
Wisconsin
$281K