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Ameriprise Financial

1,232 hedge funds and large institutions have $36.6B invested in Ameriprise Financial in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 420 increasing their positions, 412 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,232
Holders Change
+78
Holders Change %
+6.76%
% of All Funds
17.86%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
147
Increased
420
Reduced
412
Closed
56
Calls
$147M
Puts
$88.9M
Net Calls
+$58M
Net Calls Change
+$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
976
Sentry Investment Management
Wisconsin
$236K
SW
977
SlateStone Wealth
Florida
$236K
AAS
978
Ameritas Advisory Services
Nebraska
$236K -$25.8K -61 -10%
WAM
979
Walker Asset Management
Missouri
$235K +$876 +2 +0.4%
AAM
980
Aureus Asset Management
Massachusetts
$235K +$235K +535 New
T
981
TNF
Montana
$234K
AIC
982
Argus Investors Counsel
New York
$234K -$877 -2 -0.4%
HIA
983
Harbor Investment Advisory
Maryland
$234K +$87.3K +199 +59%
DAS
984
Diversify Advisory Services
Utah
$233K +$233K +536 New
TCM
985
Tufton Capital Management
Maryland
$232K
BCV
986
Banque Cantonale Vaudoise
Switzerland
$232K -$538K -1,223 -70%
MW
987
Marcum Wealth
Ohio
$231K -$2.63K -6 -1%
CFP
988
Cascade Financial Partners
California
$229K +$229K +553 New
FFA
989
Farther Finance Advisors
California
$228K +$34.8K +80 +18%
VC
990
Vicus Capital
Pennsylvania
$227K +$227K +518 New
MC
991
Moors & Cabot
Massachusetts
$227K +$227K +518 New
PCH
992
PGIM Custom Harvest
New Jersey
$227K +$227K +518 New
OWM
993
OneAscent Wealth Management
Alabama
$227K +$227K +518 New
WAM
994
Weiss Asset Management
Massachusetts
$227K +$227K +517 New
ORG
995
Optimist Retirement Group
Washington
$226K +$226K +515 New
CWG
996
Cornerstone Wealth Group
North Carolina
$224K +$224K +510 New
BWM
997
Birchcreek Wealth Management
Ohio
$223K +$223K +509 New
BMCM
998
Bryn Mawr Capital Management
Pennsylvania
$222K +$222K +507 New
MNBTD
999
Moody National Bank Trust Division
Texas
$221K -$78K -178 -26%
GHAM
1000
Gilman Hill Asset Management
Connecticut
$221K +$221K +505 New