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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
RWM
1001
Revisor Wealth Management
Ohio
$264K
WA
1002
WBH Advisory
Maryland
$263K
CAM
1003
Cidel Asset Management
Ontario, Canada
$263K
SWM
1004
SeaCrest Wealth Management
New York
$262K
AWA
1005
Arete Wealth Advisors
Illinois
$261K
CTWM
1006
Cherry Tree Wealth Management
Minnesota
$261K
SPC
1007
Sigma Planning Corp
Michigan
$260K
Los Angeles Capital Management
1008
Los Angeles Capital Management
California
$260K
BG
1009
Bahl & Gaynor
Ohio
$260K
SYBT
1010
Stock Yards Bank & Trust
Kentucky
$259K
OWP
1011
ORG Wealth Partners
Texas
$259K
BMA
1012
Brooks Moore & Associates
Tennessee
$259K
QWP
1013
Quotient Wealth Partners
Texas
$258K
DIM
1014
Delta Investment Management
California
$258K
LFA
1015
Legacy Financial Advisors
Kentucky
$257K
GWANC
1016
Guardian Wealth Advisors (North Carolina)
North Carolina
$257K
PTP
1017
Platform Technology Partners
New York
$257K
G
1018
GenTrust
Florida
$256K
CIM
1019
Confluence Investment Management
Missouri
$256K
CC
1020
Chicago Capital
Illinois
$255K
OIS
1021
Okabena Investment Services
Minnesota
$255K
WAP
1022
Wealthcare Advisory Partners
Pennsylvania
$254K
CPG
1023
Cornerstone Planning Group
New Jersey
$253K
BWAM
1024
Boyd Watterson Asset Management
Ohio
$253K
HS
1025
Horan Securities
United States
$253K