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Ameriprise Financial
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Overview Fund Activity

1,375 hedge funds and large institutions have $44.1B invested in Ameriprise Financial in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 423 increasing their positions, 490 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,375
Holders Change
+123
Holders Change %
+9.82%
% of All Funds
18.3%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
204
Increased
423
Reduced
490
Closed
57
Calls
$105M
Puts
$48.4M
Net Calls
+$56.5M
Net Calls Change
+$88.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$275M
2
BlackRock
BlackRock
New York
+$271M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$180M
4
Northern Trust
Northern Trust
Illinois
+$112M
5
Amundi
Amundi
France
+$111M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$130M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$114M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$114M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$82M
5
Deutsche Bank
Deutsche Bank
Germany
-$72.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
976
Wilkins Investment Counsel
Massachusetts
$312K +$19.2K +36 +7%
SBWIC
977
Schaper Benz & Wise Investment Counsel
Wisconsin
$312K – – –
CWG
978
Cornerstone Wealth Group
North Carolina
$312K +$5.86K +11 +2%
GCM
979
Gallacher Capital Management
Colorado
$311K -$33.5K -63 -10%
AP
980
Adero Partners
California
$311K +$27.1K +51 +10%
SPWG
981
Syntegra Private Wealth Group
Missouri
$309K +$532 +1 +0.2%
ACM
982
AUA Capital Management
Pennsylvania
$307K – – –
FI
983
FWG Investments
Kentucky
$307K -$53.8K -101 -15%
CCA
984
Childress Capital Advisors
Texas
$306K +$6.39K +12 +2%
FOA
985
Five Oceans Advisors
California
$306K +$2.13K +4 +0.7%
NAS
986
Nicolet Advisory Services
Wisconsin
$305K +$1.03K +2 +0.3%
CCFCSB
987
Cape Cod Five Cents Savings Bank
Massachusetts
$303K – – –
JC
988
JBF Capital
Colorado
$303K -$229K -430 -43%
WP
989
Westmount Partners
California
$302K – – –
DIM
990
Delta Investment Management
California
$302K +$532 +1 +0.2%
SCM
991
Shelton Capital Management
Colorado
$301K – – –
IFWM
992
Institute for Wealth Management
Colorado
$300K – – –
HB
993
HTLF Bank
Colorado
$299K – – –
PGAM
994
Princeton Global Asset Management
New Jersey
$298K – – –
AC
995
Apella Capital
Connecticut
$297K +$4.26K +8 +1%
CFP
996
Cascade Financial Partners
California
$294K – – –
EW
997
Evoke Wealth
California
$294K +$60.7K +114 +26%
MA
998
Mutual Advisors
Nebraska
$293K -$27.3K -50 -9%
PTC
999
Philadelphia Trust Company
Pennsylvania
$293K -$7.46K -14 -2%
CAM
1000
Cidel Asset Management
Ontario, Canada
$293K -$32.5K -61 -10%
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