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Ameriprise Financial

1,239 hedge funds and large institutions have $35.7B invested in Ameriprise Financial in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 473 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+6
Holders Change %
+0.49%
% of All Funds
18.02%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
104
Increased
473
Reduced
415
Closed
79
Calls
$102M
Puts
$34.8M
Net Calls
+$66.8M
Net Calls Change
+$8.89M
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
1001
OneAscent Wealth Management
Alabama
$218K -$2.99K -7 -1%
WOC
1002
West Oak Capital
California
$218K +$72.6K +170 +50%
DIM
1003
Delta Investment Management
California
$218K +$218K +510 New
GHAM
1004
Gilman Hill Asset Management
Connecticut
$216K
MNBTD
1005
Moody National Bank Trust Division
Texas
$216K
AWM
1006
Accurate Wealth Management
Florida
$214K +$214K +481 New
OFS
1007
Oldfather Financial Services
Nebraska
$214K
AWM
1008
Avior Wealth Management
Nebraska
$213K -$23.1K -54 -10%
WAP
1009
Wealthcare Advisory Partners
Pennsylvania
$213K +$213K +499 New
PCS
1010
Private Client Services
Kentucky
$213K +$213K +498 New
AAS
1011
Annex Advisory Services
Wisconsin
$211K
AP
1012
Adero Partners
California
$209K +$209K +490 New
QWP
1013
Quotient Wealth Partners
Texas
$209K +$209K +489 New
YIA
1014
YHB Investment Advisors
Connecticut
$208K
Caisse de Depot et Placement du Quebec (CDPQ)
1015
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$207K -$10.9M -25,451 -98%
GWANC
1016
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K -$854 -2 -0.4%
PTP
1017
Platform Technology Partners
New York
$206K +$206K +482 New
SPC
1018
Sigma Planning Corp
Michigan
$205K +$427 +1 +0.2%
CIM
1019
Confluence Investment Management
Missouri
$205K
JIC
1020
Joel Isaacson & Co
New York
$205K
1IA
1021
1620 Investment Advisors
Massachusetts
$205K +$205K +480 New
NFP
1022
Narus Financial Partners
Utah
$205K
OP
1023
ORG Partners
Indiana
$205K +$205K +480 New
CCMG
1024
Clark Capital Management Group
Pennsylvania
$203K +$203K +476 New
DWM
1025
Dechtman Wealth Management
Colorado
$203K +$427 +1 +0.2%