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Ameriprise Financial

1,350 hedge funds and large institutions have $43B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 462 increasing their positions, 500 reducing their positions, and 104 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:

0.97% less ownership

Funds ownership: 85.52%84.55% (-0.97%)

8% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 500

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
R
1026
Rebalance
California
$252K
TPI
1027
Trust Point Inc
Wisconsin
$251K
AFT
1028
Alpha Family Trust
California
$251K
SB
1029
Strategic Blueprint
Georgia
$250K
TWA
1030
TCI Wealth Advisors
Arizona
$249K
AAS
1031
Ameritas Advisory Services
Nebraska
$249K
NCFG
1032
New Century Financial Group
New Jersey
$249K
HFM
1033
Harvest Fund Management
China
$248K
CCFM
1034
Clear Creek Financial Management
Washington
$247K
BWA
1035
Bordeaux Wealth Advisors
California
$244K
CBT
1036
Crews Bank & Trust
Florida
$244K
BHWM
1037
Bar Harbor Wealth Management
New Hampshire
$244K
TIA
1038
Tiemann Investment Advisors
California
$243K
WTA
1039
Washington Trust Advisors
Massachusetts
$242K
Empower Advisory Group
1040
Empower Advisory Group
Colorado
$241K
RT
1041
Rockland Trust
Massachusetts
$241K
PL
1042
Plancorp LLC
Missouri
$241K
AWE
1043
Avidian Wealth Enterprises
Texas
$239K
GWM
1044
Geneos Wealth Management
Colorado
$239K
CFO
1045
CVA Family Office
Colorado
$238K
PCS
1046
Private Client Services
Kentucky
$235K
APG
1047
Abacus Planning Group
South Carolina
$233K
JIC
1048
Joel Isaacson & Co
New York
$233K
Wolverine Trading
1049
Wolverine Trading
Illinois
$232K
MCM
1050
Marathon Capital Management
Maryland
$232K