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Ameriprise Financial

1,340 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, 458 increasing their positions, 497 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-10
Holders Change %
-0.74%
% of All Funds
17.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
118
Increased
458
Reduced
497
Closed
99
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
1026
Bordeaux Wealth Advisors
California
$244K +$8.01K +15 +3%
CBT
1027
Crews Bank & Trust
Florida
$244K
BHWM
1028
Bar Harbor Wealth Management
New Hampshire
$244K
TIA
1029
Tiemann Investment Advisors
California
$243K +$10.7K +20 +5%
WTA
1030
Washington Trust Advisors
Massachusetts
$242K -$2.13K -4 -0.9%
Empower Advisory Group
1031
Empower Advisory Group
Colorado
$241K -$2.67K -5 -1%
RT
1032
Rockland Trust
Massachusetts
$241K
PL
1033
Plancorp LLC
Missouri
$241K +$5.87K +11 +2%
AWE
1034
Avidian Wealth Enterprises
Texas
$239K +$1.07K +2 +0.4%
GWM
1035
Geneos Wealth Management
Colorado
$239K -$50.2K -94 -17%
CFO
1036
CVA Family Office
Colorado
$238K +$1.6K +3 +0.7%
PCS
1037
Private Client Services
Kentucky
$235K -$19.2K -36 -8%
APG
1038
Abacus Planning Group
South Carolina
$233K -$5.87K -11 -2%
JIC
1039
Joel Isaacson & Co
New York
$233K
Wolverine Trading
1040
Wolverine Trading
Illinois
$232K +$232K +440 New
MCM
1041
Marathon Capital Management
Maryland
$232K
HDIM
1042
Hanson & Doremus Investment Management
Vermont
$231K
MME
1043
Meag Munich Ergo
Germany
$230K -$773K -1,448 -77%
EBA
1044
Eagle Bay Advisors
New York
$229K -$35.7K -67 -13%
IFO
1045
Independent Family Office
New York
$228K
AIA
1046
AssuredPartners Investment Advisors
Florida
$228K -$534 -1 -0.2%
PIA
1047
Perennial Investment Advisors
California
$228K -$58.7K -110 -20%
AWM
1048
Aviso Wealth Management
Washington
$227K +$227K +425 New
NB
1049
Nicolet Bankshares
Wisconsin
$227K +$227K +425 New
GIA
1050
GHP Investment Advisors
Colorado
$227K +$533 +1 +0.2%