AMP icon

Ameriprise Financial

1,348 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, 461 increasing their positions, 500 reducing their positions, and 101 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:

0.88% less ownership

Funds ownership: 85.49%84.61% (-0.88%)

8% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 500

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
SWM
1001
SeaCrest Wealth Management
New York
$262K
AWA
1002
Arete Wealth Advisors
Illinois
$261K
CTWM
1003
Cherry Tree Wealth Management
Minnesota
$261K
SPC
1004
Sigma Planning Corp
Michigan
$260K
Los Angeles Capital Management
1005
Los Angeles Capital Management
California
$260K
BG
1006
Bahl & Gaynor
Ohio
$260K
SYBT
1007
Stock Yards Bank & Trust
Kentucky
$259K
OWP
1008
ORG Wealth Partners
Texas
$259K
BMA
1009
Brooks Moore & Associates
Tennessee
$259K
QWP
1010
Quotient Wealth Partners
Texas
$258K
DIM
1011
Delta Investment Management
California
$258K
LFA
1012
Legacy Financial Advisors
Kentucky
$257K
GWANC
1013
Guardian Wealth Advisors (North Carolina)
North Carolina
$257K
PTP
1014
Platform Technology Partners
New York
$257K
G
1015
GenTrust
Florida
$256K
CIM
1016
Confluence Investment Management
Missouri
$256K
CC
1017
Chicago Capital
Illinois
$255K
OIS
1018
Okabena Investment Services
Minnesota
$255K
WAP
1019
Wealthcare Advisory Partners
Pennsylvania
$254K
CPG
1020
Cornerstone Planning Group
New Jersey
$253K
BWAM
1021
Boyd Watterson Asset Management
Ohio
$253K
HS
1022
Horan Securities
United States
$253K
R
1023
Rebalance
California
$252K
TPI
1024
Trust Point Inc
Wisconsin
$251K
AFT
1025
Alpha Family Trust
California
$251K