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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
HBS
1001
Howard Bailey Securities
Indiana
$259K
MW
1002
Marcum Wealth
Ohio
$259K
CAM
1003
Concorde Asset Management
Michigan
$259K
RCAG
1004
Rehmann Capital Advisory Group
Michigan
$258K
RCA
1005
Resonant Capital Advisors
Wisconsin
$257K
ILI
1006
Invesco LLC (Illinois)
Illinois
$257K
TCM
1007
Tufton Capital Management
Maryland
$257K
SAG
1008
SageView Advisory Group
California
$256K
SBWIC
1009
Schaper Benz & Wise Investment Counsel
Wisconsin
$255K
JC
1010
JBF Capital
Colorado
$254K
RW
1011
Regimen Wealth
Georgia
$254K
CSIC
1012
Clifford Swan Investment Counsel
California
$254K
HC
1013
Hamilton Capital
Ohio
$253K
CTWM
1014
Cherry Tree Wealth Management
Minnesota
$252K
FMLI
1015
Fukoku Mutual Life Insurance
Japan
$252K
HWM
1016
Hemington Wealth Management
Virginia
$252K
DTL
1017
Dynamic Technology Lab
Singapore
$251K
SPF
1018
South Plains Financial
Texas
$251K
TPI
1019
Trust Point Inc
Wisconsin
$250K
CAM
1020
Cidel Asset Management
Ontario, Canada
$250K
RWA
1021
River Wealth Advisors
Pennsylvania
$250K
AA
1022
Alta Advisers
United Kingdom
$250K
KIA
1023
KCM Investment Advisors
California
$249K
SCP
1024
Sivia Capital Partners
California
$248K
PGAM
1025
Princeton Global Asset Management
New Jersey
$247K