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Ameriprise Financial

1,344 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 433 increasing their positions, 482 reducing their positions, and 107 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 ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $43B → $38.9B (-$4.06B)

10% less repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 482

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,344
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
SCM
1026
Sunbeam Capital Management
Georgia
$246K
CFM
1027
Catalyst Funds Management
Australia
$246K
BMA
1028
Brooks Moore & Associates
Tennessee
$246K
HIG
1029
Heritage Investment Group
Florida
$244K
DIM
1030
Delta Investment Management
California
$243K
AIC
1031
Archer Investment Corporation
Indiana
$243K
WAP
1032
Wealthcare Advisory Partners
Pennsylvania
$243K
WA
1033
WBH Advisory
Maryland
$242K
CAM
1034
Cidel Asset Management
Ontario, Canada
$242K
CFSG
1035
Clark Financial Services Group
Missouri
$242K
BG
1036
Bahl & Gaynor
Ohio
$239K
PIA
1037
Perennial Investment Advisors
California
$239K
RWM
1038
Revisor Wealth Management
Ohio
$239K
SYBT
1039
Stock Yards Bank & Trust
Kentucky
$239K
CAG
1040
Csenge Advisory Group
Florida
$238K
TCWA
1041
Turtle Creek Wealth Advisors
Texas
$237K
PTP
1042
Platform Technology Partners
New York
$237K
GWANC
1043
Guardian Wealth Advisors (North Carolina)
North Carolina
$237K
OWP
1044
ORG Wealth Partners
Texas
$236K
AWE
1045
Avidian Wealth Enterprises
Texas
$236K
CIM
1046
Confluence Investment Management
Missouri
$236K
FFM
1047
Fullerton Fund Management
Singapore
$235K
OFS
1048
OneAscent Financial Services
Alabama
$235K
ACM
1049
Argent Capital Management
Missouri
$234K
AWA
1050
Arete Wealth Advisors
Illinois
$234K