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Ameriprise Financial

1,344 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 433 increasing their positions, 482 reducing their positions, and 107 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $43B → $38.9B (-$4.06B)

10% less repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 482

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1001
Joel Isaacson & Co
New York
$264K
PCM
1002
Penserra Capital Management
California
$261K
TCM
1003
Tufton Capital Management
Maryland
$260K
OR
1004
Olympiad Research
Connecticut
$259K
SBWIC
1005
Schaper Benz & Wise Investment Counsel
Wisconsin
$258K
PFM
1006
Patton Fund Management
Texas
$258K
WIC
1007
Wilkins Investment Counsel
Massachusetts
$258K
JC
1008
JBF Capital
Colorado
$258K
USCWA
1009
U.S. Capital Wealth Advisors
Texas
$257K
CSIC
1010
Clifford Swan Investment Counsel
California
$254K
KIA
1011
KCM Investment Advisors
California
$254K
RWA
1012
River Wealth Advisors
Pennsylvania
$254K
AA
1013
Alta Advisers
United Kingdom
$253K
GCM
1014
Genus Capital Management
British Columbia, Canada
$253K
DLA
1015
Douglas Lane & Associates
New York
$253K
APP
1016
Avantax Planning Partners
Iowa
$253K
HKIMG
1017
Hutchens & Kramer Investment Management Group
Indiana
$253K
EFG
1018
Everhart Financial Group
Ohio
$252K
Hudson Bay Capital Management
1019
Hudson Bay Capital Management
Connecticut
$251K
RWP
1020
Revolve Wealth Partners
New Jersey
$251K
CPG
1021
Cornerstone Planning Group
New Jersey
$250K
GLLW
1022
Graves Light Lenhart Wealth
Virginia
$249K
OIS
1023
Okabena Investment Services
Minnesota
$248K
OFS
1024
Oldfather Financial Services
Nebraska
$247K
1W
1025
1776 Wealth
Georgia
$247K