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Ameriprise Financial

1,331 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 432 increasing their positions, 474 reducing their positions, and 103 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,3491,331 (-18)

9% less capital invested

Capital invested by funds: $42.9B → $38.9B (-$4.03B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,331
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
Empower Advisory Group
1051
Empower Advisory Group
Colorado
$228K
APG
1052
Abacus Planning Group
South Carolina
$227K
BWAM
1053
Boyd Watterson Asset Management
Ohio
$226K
QPWM
1054
Quadrant Private Wealth Management
Pennsylvania
$226K
CBT
1055
Crews Bank & Trust
Florida
$225K
GM
1056
GeoWealth Management
Illinois
$225K
Fisher Asset Management
1057
Fisher Asset Management
Washington
$225K
TIA
1058
Tiemann Investment Advisors
California
$224K
PA
1059
PharVision Advisers
Florida
$223K
MA
1060
Mutual Advisors
Nebraska
$223K
RT
1061
Rockland Trust
Massachusetts
$222K
BHWM
1062
Bar Harbor Wealth Management
New Hampshire
$221K
CAM
1063
Concorde Asset Management
Michigan
$221K
TFA
1064
Transamerica Financial Advisors
Florida
$221K
VFG
1065
Victory Financial Group
Texas
$220K
SWM
1066
SeaCrest Wealth Management
New York
$218K
CFO
1067
CVA Family Office
Colorado
$218K
PL
1068
Plancorp LLC
Missouri
$216K
FMLI
1069
Fukoku Mutual Life Insurance
Japan
$214K
MCM
1070
Marathon Capital Management
Maryland
$214K
SPC
1071
Sigma Planning Corp
Michigan
$213K
HDIM
1072
Hanson & Doremus Investment Management
Vermont
$213K
WWM
1073
Western Wealth Management
Colorado
$210K
IFO
1074
Independent Family Office
New York
$210K
AIA
1075
AssuredPartners Investment Advisors
Florida
$210K