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Ameriprise Financial

1,350 hedge funds and large institutions have $43B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 462 increasing their positions, 500 reducing their positions, and 104 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:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

0.97% less ownership

Funds ownership: 85.52%84.55% (-0.97%)

8% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 500

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$55.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HC
976
Hamilton Capital
Ohio
$286K
RW
977
Regimen Wealth
Georgia
$281K
SBWIC
978
Schaper Benz & Wise Investment Counsel
Wisconsin
$281K
WIC
979
Wilkins Investment Counsel
Massachusetts
$280K
JC
980
JBF Capital
Colorado
$280K
PCM
981
Penserra Capital Management
California
$280K
MPM
982
MBB Public Markets
Illinois
$278K
FMLI
983
Fukoku Mutual Life Insurance
Japan
$278K
CSIC
984
Clifford Swan Investment Counsel
California
$277K
AA
985
Alta Advisers
United Kingdom
$275K
RWA
986
River Wealth Advisors
Pennsylvania
$275K
HBS
987
Howard Bailey Securities
Indiana
$274K
RWP
988
Revolve Wealth Partners
New Jersey
$271K
USCWA
989
U.S. Capital Wealth Advisors
Texas
$270K
BTWM
990
Baker Tilly Wealth Management
Wisconsin
$269K
KIA
991
KCM Investment Advisors
California
$268K
OFS
992
Oldfather Financial Services
Nebraska
$268K
DLA
993
Douglas Lane & Associates
New York
$267K
Two Sigma Advisers
994
Two Sigma Advisers
New York
$267K
SCM
995
Sunbeam Capital Management
Georgia
$267K
MA
996
Mutual Advisors
Nebraska
$266K
HIG
997
Heritage Investment Group
Florida
$265K
APP
998
Avantax Planning Partners
Iowa
$265K
NI
999
Natural Investments
California
$265K
AIC
1000
Archer Investment Corporation
Indiana
$264K