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Ameriprise Financial

1,344 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 433 increasing their positions, 482 reducing their positions, and 107 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $43B → $38.9B (-$4.06B)

10% less repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 482

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
951
MTM Investment Management
South Carolina
$308K
PFSC
952
Peoples Financial Services Corp
Pennsylvania
$307K
ATFA
953
All Terrain Financial Advisors
Minnesota
$306K
CCA
954
Coign Capital Advisors
Utah
$306K
MA
955
MONECO Advisors
Connecticut
$306K
IIM
956
Illumine Investment Management
Washington
$306K
CCFCSB
957
Cape Cod Five Cents Savings Bank
Massachusetts
$303K
CWM
958
Chesapeake Wealth Management
Virginia
$302K
WA
959
Wealthstream Advisors
New York
$300K
CWG
960
Cornerstone Wealth Group
North Carolina
$298K
AIC
961
Argus Investors Counsel
New York
$298K
DWA
962
Dougherty Wealth Advisers
Minnesota
$296K
NI
963
NDVR Inc
Massachusetts
$295K
HIM
964
Harbour Investment Management
Washington
$295K
PAM
965
Paradigm Asset Management
New York
$295K
VCAM
966
Van Cleef Asset Management
Ohio
$295K
CAC
967
Core Alternative Capital
Georgia
$294K
PCM
968
Prelude Capital Management
New York
$294K
SPWG
969
Syntegra Private Wealth Group
Missouri
$291K
PWG
970
Portside Wealth Group
Utah
$291K
WCM
971
Washington Capital Management
Washington
$288K
DMBA
972
Deseret Mutual Benefit Administrators
Utah
$287K
IFWM
973
Institute for Wealth Management
Colorado
$287K
CPWA
974
Cerro Pacific Wealth Advisors
California
$286K
LFA
975
Legacy Financial Advisors
Kentucky
$286K