AMP icon

Ameriprise Financial

1,331 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 432 increasing their positions, 474 reducing their positions, and 103 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,3491,331 (-18)

9% less capital invested

Capital invested by funds: $42.9B → $38.9B (-$4.03B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,331
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
PIA
1026
Perennial Investment Advisors
California
$239K
RWM
1027
Revisor Wealth Management
Ohio
$239K
SYBT
1028
Stock Yards Bank & Trust
Kentucky
$239K
CAG
1029
Csenge Advisory Group
Florida
$238K
TCWA
1030
Turtle Creek Wealth Advisors
Texas
$237K
GWANC
1031
Guardian Wealth Advisors (North Carolina)
North Carolina
$237K
PTP
1032
Platform Technology Partners
New York
$237K
OWP
1033
ORG Wealth Partners
Texas
$236K
AWE
1034
Avidian Wealth Enterprises
Texas
$236K
CIM
1035
Confluence Investment Management
Missouri
$236K
FFM
1036
Fullerton Fund Management
Singapore
$235K
OFS
1037
OneAscent Financial Services
Alabama
$235K
ACM
1038
Argent Capital Management
Missouri
$234K
AWA
1039
Arete Wealth Advisors
Illinois
$234K
CTWM
1040
Cherry Tree Wealth Management
Minnesota
$233K
WG
1041
Warner Group
Connecticut
$233K
BFM
1042
Boothbay Fund Management
New York
$232K
R
1043
Rebalance
California
$232K
NI
1044
Natural Investments
California
$231K
AFT
1045
Alpha Family Trust
California
$231K
QWP
1046
Quotient Wealth Partners
Texas
$230K
ATPW
1047
Ashton Thomas Private Wealth
Arizona
$230K
HW
1048
HORAN Wealth
Ohio
$230K
TWA
1049
TCI Wealth Advisors
Arizona
$229K
SB
1050
Strategic Blueprint
Georgia
$228K