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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
RWA
1001
River Wealth Advisors
Pennsylvania
$254K
AA
1002
Alta Advisers
United Kingdom
$253K
GCM
1003
Genus Capital Management
British Columbia, Canada
$253K
DLA
1004
Douglas Lane & Associates
New York
$253K
APP
1005
Avantax Planning Partners
Iowa
$253K
HKIMG
1006
Hutchens & Kramer Investment Management Group
Indiana
$253K
EFG
1007
Everhart Financial Group
Ohio
$252K
Hudson Bay Capital Management
1008
Hudson Bay Capital Management
Connecticut
$251K
RWP
1009
Revolve Wealth Partners
New Jersey
$251K
CPG
1010
Cornerstone Planning Group
New Jersey
$250K
GLLW
1011
Graves Light Lenhart Wealth
Virginia
$249K
OIS
1012
Okabena Investment Services
Minnesota
$248K
OFS
1013
Oldfather Financial Services
Nebraska
$247K
1W
1014
1776 Wealth
Georgia
$247K
SCM
1015
Sunbeam Capital Management
Georgia
$246K
CFM
1016
Catalyst Funds Management
Australia
$246K
BMA
1017
Brooks Moore & Associates
Tennessee
$246K
HIG
1018
Heritage Investment Group
Florida
$244K
DIM
1019
Delta Investment Management
California
$243K
AIC
1020
Archer Investment Corporation
Indiana
$243K
WAP
1021
Wealthcare Advisory Partners
Pennsylvania
$243K
WA
1022
WBH Advisory
Maryland
$242K
CAM
1023
Cidel Asset Management
Ontario, Canada
$242K
CFSG
1024
Clark Financial Services Group
Missouri
$242K
BG
1025
Bahl & Gaynor
Ohio
$239K