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Ameriprise Financial

1,354 hedge funds and large institutions have $39.6B invested in Ameriprise Financial in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 488 increasing their positions, 481 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 1,3791,354 (-25)

10% less capital invested

Capital invested by funds: $44.1B → $39.6B (-$4.47B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$65.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DO
976
denkapparat Operations
Germany
$277K
HCM
977
Howard Capital Management
Georgia
$276K
NAS
978
Nicolet Advisory Services
Wisconsin
$275K
WP
979
Westmount Partners
California
$275K
AI
980
Accredited Investors
Minnesota
$275K
AC
981
Apella Capital
Connecticut
$275K
SB
982
Strategic Blueprint
Georgia
$274K
TCBWMS
983
Texas Capital Bank Wealth Management Services
Texas
$269K
CFP
984
Cascade Financial Partners
California
$268K
MNBTD
985
Moody National Bank Trust Division
Texas
$268K
WGCA
986
Wolf Group Capital Advisors
Virginia
$267K
HGA
987
Hobbs Group Advisors
South Carolina
$267K
ORG
988
Optimist Retirement Group
Washington
$267K
AHL
989
Abel Hall LLC
Louisiana
$266K
WIC
990
Wilkins Investment Counsel
Massachusetts
$266K
PTC
991
Philadelphia Trust Company
Pennsylvania
$266K
SQA
992
Simon Quick Advisors
New Jersey
$266K
AA
993
Advisory Alpha
Michigan
$265K
SCM
994
Shelton Capital Management
Colorado
$265K
WAM
995
Walker Asset Management
Missouri
$263K
CAMG
996
CWA Asset Management Group
Florida
$261K
CFM
997
Catalyst Funds Management
Australia
$261K
WA
998
Wealthstar Advisors
Texas
$260K
PPWM
999
PFG Private Wealth Management
Florida
$260K
PIA
1000
Perennial Investment Advisors
California
$260K