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Ameriprise Financial

1,340 hedge funds and large institutions have $42.9B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 458 increasing their positions, 497 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-10
Holders Change %
-0.74%
% of All Funds
17.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
118
Increased
458
Reduced
497
Closed
99
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SYBT
1001
Stock Yards Bank & Trust
Kentucky
$259K -$6.94K -13 -3%
OWP
1002
ORG Wealth Partners
Texas
$259K
BMA
1003
Brooks Moore & Associates
Tennessee
$259K
QWP
1004
Quotient Wealth Partners
Texas
$258K +$16K +30 +7%
DIM
1005
Delta Investment Management
California
$258K -$65.6K -123 -20%
LFA
1006
Legacy Financial Advisors
Kentucky
$257K +$21.4K +40 +9%
GWANC
1007
Guardian Wealth Advisors (North Carolina)
North Carolina
$257K -$14.4K -27 -5%
PTP
1008
Platform Technology Partners
New York
$257K -$1.07K -2 -0.4%
G
1009
GenTrust
Florida
$256K
CIM
1010
Confluence Investment Management
Missouri
$256K
CC
1011
Chicago Capital
Illinois
$255K
OIS
1012
Okabena Investment Services
Minnesota
$255K
WAP
1013
Wealthcare Advisory Partners
Pennsylvania
$254K +$3.21K +6 +1%
CPG
1014
Cornerstone Planning Group
New Jersey
$253K -$1.51K -3 -0.6%
BWAM
1015
Boyd Watterson Asset Management
Ohio
$253K +$12.8K +24 +5%
HS
1016
Horan Securities
United States
$253K +$2.67K +5 +1%
R
1017
Rebalance
California
$252K
TPI
1018
Trust Point Inc
Wisconsin
$251K -$25.1K -47 -9%
AFT
1019
Alpha Family Trust
California
$251K
SB
1020
Strategic Blueprint
Georgia
$250K -$51.2K -96 -17%
TWA
1021
TCI Wealth Advisors
Arizona
$249K -$2.67K -5 -1%
AAS
1022
Ameritas Advisory Services
Nebraska
$249K -$120K -224 -32%
NCFG
1023
New Century Financial Group
New Jersey
$249K +$249K +466 New
HFM
1024
Harvest Fund Management
China
$248K -$441K -826 -64%
CCFM
1025
Clear Creek Financial Management
Washington
$247K -$13.9K -26 -5%