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Ameriprise Financial

1,154 hedge funds and large institutions have $32.8B invested in Ameriprise Financial in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 336 increasing their positions, 438 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+75
Holders Change %
+6.95%
% of All Funds
16.92%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
166
Increased
336
Reduced
438
Closed
72
Calls
$87.9M
Puts
$84.6M
Net Calls
+$3.28M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
1026
Westside Investment Management
California
$38.7K
CYG
1027
Clean Yield Group
Vermont
$38K -$15.6K -41 -29%
DAM
1028
Delta Asset Management
Tennessee
$38K
PCA
1029
Providence Capital Advisors
North Carolina
$38K +$38K +100 New
PP
1030
PFS Partners
New Jersey
$36.1K
CAM
1031
Close Asset Management
United Kingdom
$36K
BIA
1032
Bell Investment Advisors
California
$35.3K +$380 +1 +1%
WIA
1033
Wetzel Investment Advisors
Indiana
$34K +$34K +90 New
TCWA
1034
Turtle Creek Wealth Advisors
Texas
$33.8K +$33.8K +89 New
FFL
1035
Financial Freedom LLC
Ohio
$33.4K
GWM
1036
Geneos Wealth Management
Colorado
$33K +$2.28K +6 +7%
HFS
1037
Hantz Financial Services
Michigan
$33K
AWM
1038
Abound Wealth Management
Tennessee
$32.3K -$760 -2 -2%
ATC
1039
Adirondack Trust Company
New York
$32.2K
TLCM
1040
Twin Lakes Capital Management
California
$30.3K
C
1041
Covestor
United Kingdom
$29K -$9.67K -25 -25%
OIAM
1042
OFI Invest Asset Management
France
$27.5K +$344 +1 +1%
PSB
1043
Piscataqua Savings Bank
New Hampshire
$26.6K -$7.6K -20 -22%
AGWCA
1044
Annis Gardner Whiting Capital Advisors
Florida
$26.2K +$760 +2 +3%
RBC
1045
Roble Belko & Company
Pennsylvania
$26K
FMP
1046
Financial Management Professionals
Texas
$25K
EC
1047
EntryPoint Capital
New York
$23.9K +$23.9K +63 New
KFI
1048
Key Financial Inc
Pennsylvania
$23.2K
FFA
1049
First Foundation Advisors
California
$22.8K +$22.8K +60 New
B
1050
Birchbrook
Maine
$22.8K +$22.8K +60 New