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Ameriprise Financial

1,331 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 432 increasing their positions, 474 reducing their positions, and 103 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,3491,331 (-18)

9% less capital invested

Capital invested by funds: $42.9B → $38.9B (-$4.03B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,331
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
AAS
976
Ameritas Advisory Services
Nebraska
$275K
EB
977
Emprise Bank
Kansas
$274K
MPW
978
MASECO Private Wealth
$274K
GHAM
979
Gilman Hill Asset Management
Connecticut
$273K
TIM
980
Tortoise Investment Management
New York
$272K
CFP
981
Cascade Financial Partners
California
$272K
VC
982
Veery Capital
Delaware
$272K
HGA
983
Hobbs Group Advisors
South Carolina
$271K
PTC
984
Philadelphia Trust Company
Pennsylvania
$270K
RCAG
985
Rehmann Capital Advisory Group
Michigan
$270K
HBS
986
Howard Bailey Securities
Indiana
$269K
WAM
987
Walker Asset Management
Missouri
$269K
WA
988
Wealthstar Advisors
Texas
$264K
HWM
989
Hemington Wealth Management
Virginia
$264K
JIC
990
Joel Isaacson & Co
New York
$264K
PCM
991
Penserra Capital Management
California
$261K
TCM
992
Tufton Capital Management
Maryland
$260K
OR
993
Olympiad Research
Connecticut
$259K
SBWIC
994
Schaper Benz & Wise Investment Counsel
Wisconsin
$258K
PFM
995
Patton Fund Management
Texas
$258K
WIC
996
Wilkins Investment Counsel
Massachusetts
$258K
JC
997
JBF Capital
Colorado
$258K
USCWA
998
U.S. Capital Wealth Advisors
Texas
$257K
CSIC
999
Clifford Swan Investment Counsel
California
$254K
KIA
1000
KCM Investment Advisors
California
$254K