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Ameriprise Financial

1,348 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, 461 increasing their positions, 500 reducing their positions, and 101 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:

0.88% less ownership

Funds ownership: 85.49%84.61% (-0.88%)

8% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 500

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
SB
1026
Strategic Blueprint
Georgia
$250K
TWA
1027
TCI Wealth Advisors
Arizona
$249K
AAS
1028
Ameritas Advisory Services
Nebraska
$249K
NCFG
1029
New Century Financial Group
New Jersey
$249K
HFM
1030
Harvest Fund Management
China
$248K
CCFM
1031
Clear Creek Financial Management
Washington
$247K
BWA
1032
Bordeaux Wealth Advisors
California
$244K
CBT
1033
Crews Bank & Trust
Florida
$244K
BHWM
1034
Bar Harbor Wealth Management
New Hampshire
$244K
TIA
1035
Tiemann Investment Advisors
California
$243K
WTA
1036
Washington Trust Advisors
Massachusetts
$242K
Empower Advisory Group
1037
Empower Advisory Group
Colorado
$241K
RT
1038
Rockland Trust
Massachusetts
$241K
PL
1039
Plancorp LLC
Missouri
$241K
AWE
1040
Avidian Wealth Enterprises
Texas
$239K
GWM
1041
Geneos Wealth Management
Colorado
$239K
CFO
1042
CVA Family Office
Colorado
$238K
PCS
1043
Private Client Services
Kentucky
$235K
APG
1044
Abacus Planning Group
South Carolina
$233K
JIC
1045
Joel Isaacson & Co
New York
$233K
Wolverine Trading
1046
Wolverine Trading
Illinois
$232K
MCM
1047
Marathon Capital Management
Maryland
$232K
HDIM
1048
Hanson & Doremus Investment Management
Vermont
$231K
MME
1049
Meag Munich Ergo
Germany
$230K
EBA
1050
Eagle Bay Advisors
New York
$229K