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Ameriprise Financial

1,079 hedge funds and large institutions have $28B invested in Ameriprise Financial in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 345 increasing their positions, 392 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+8
Holders Change %
+0.75%
% of All Funds
17.2%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
88
Increased
345
Reduced
392
Closed
64
Calls
$76.5M
Puts
$49.3M
Net Calls
+$27.2M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
1051
Venturi Wealth Management
Texas
$3.3K +$2.64K +8 +400%
PWMG
1052
Provence Wealth Management Group
California
$3.3K +$3.3K +10 New
CAS
1053
Coppell Advisory Solutions
Texas
$3.11K
AW
1054
Avion Wealth
Texas
$3K +$231 +1 +8%
CAM
1055
ClariVest Asset Management
California
$3K +$667 +2 +29%
HBW
1056
Hazlett, Burt & Watson
West Virginia
$3K +$3K +8 New
AA
1057
Addison Advisors
Vermont
$2.97K
VAG
1058
VisionPoint Advisory Group
Texas
$2.64K +$2.31K +7 +700%
PMFA
1059
Plante Moran Financial Advisors
Michigan
$2.64K
SWM
1060
Sanctuary Wealth Management
Idaho
$2.64K
AFS
1061
Annapolis Financial Services
Maryland
$2.31K
Parallax Volatility Advisers
1062
Parallax Volatility Advisers
California
$2.31K +$2.31K +7 New
T
1063
TOBAM
France
$2K +$2K +6 New
HWP
1064
Highline Wealth Partners
California
$1.98K
ETC
1065
Exchange Traded Concepts
Oklahoma
$1.98K +$330 +1 +20%
TAM
1066
Tucker Asset Management
Colorado
$1.98K +$659 +2 +50%
CWP
1067
Concord Wealth Partners
Virginia
$1.65K
Legacy Financial Group (Iowa)
1068
Legacy Financial Group (Iowa)
Iowa
$1.65K +$1.65K +5 New
ECM
1069
Everence Capital Management
Indiana
$1.46K
AWM
1070
Atticus Wealth Management
Florida
$1.32K
CIA
1071
Cape Investment Advisory
Georgia
$1.32K
RFA
1072
Register Financial Advisors
Georgia
$993 +$993 +3 New
MHR
1073
Matthew Hamilton Rosenberg
$989
FGAM
1074
Financial Gravity Asset Management
Texas
$700 -$232K -331 -100%
TWP
1075
TFO Wealth Partners
Ohio
$664