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Ameriprise Financial

1,355 hedge funds and large institutions have $39B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 437 increasing their positions, 485 reducing their positions, and 105 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 funds holding

Funds holding:

less ownership

Funds ownership:

10% less repeat investments, than reductions

Existing positions increased: 437 | Existing positions reduced: 485

9% less capital invested

Capital invested by funds: $43B → $39B (-$3.99B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,355
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
RWP
1026
Revolve Wealth Partners
New Jersey
$251K
CPG
1027
Cornerstone Planning Group
New Jersey
$250K
GLLW
1028
Graves Light Lenhart Wealth
Virginia
$249K
OIS
1029
Okabena Investment Services
Minnesota
$248K
OFS
1030
Oldfather Financial Services
Nebraska
$247K
1W
1031
1776 Wealth
Georgia
$247K
SCM
1032
Sunbeam Capital Management
Georgia
$246K
CFM
1033
Catalyst Funds Management
Australia
$246K
BMA
1034
Brooks Moore & Associates
Tennessee
$246K
HIG
1035
Heritage Investment Group
Florida
$244K
DIM
1036
Delta Investment Management
California
$243K
AIC
1037
Archer Investment Corporation
Indiana
$243K
WAP
1038
Wealthcare Advisory Partners
Pennsylvania
$243K
WA
1039
WBH Advisory
Maryland
$242K
CAM
1040
Cidel Asset Management
Ontario, Canada
$242K
CFSG
1041
Clark Financial Services Group
Missouri
$242K
BG
1042
Bahl & Gaynor
Ohio
$239K
PIA
1043
Perennial Investment Advisors
California
$239K
RWM
1044
Revisor Wealth Management
Ohio
$239K
SYBT
1045
Stock Yards Bank & Trust
Kentucky
$239K
CAG
1046
Csenge Advisory Group
Florida
$238K
TCWA
1047
Turtle Creek Wealth Advisors
Texas
$237K
PTP
1048
Platform Technology Partners
New York
$237K
GWANC
1049
Guardian Wealth Advisors (North Carolina)
North Carolina
$237K
OWP
1050
ORG Wealth Partners
Texas
$236K