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Ameriprise Financial

1,354 hedge funds and large institutions have $39.6B invested in Ameriprise Financial in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 488 increasing their positions, 481 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 1,3791,354 (-25)

10% less capital invested

Capital invested by funds: $44.1B → $39.6B (-$4.47B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$65.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
G
1051
GenTrust
Florida
$233K
CIM
1052
Confluence Investment Management
Missouri
$232K
PCM
1053
Penserra Capital Management
California
$232K
LI
1054
LRI Investments
Florida
$232K
CC
1055
Chicago Capital
Illinois
$231K
OIS
1056
Okabena Investment Services
Minnesota
$231K
PCS
1057
Private Client Services
Kentucky
$231K
AWA
1058
Arete Wealth Advisors
Illinois
$229K
MWM
1059
Maridea Wealth Management
New York
$229K
R
1060
Rebalance
California
$229K
TWA
1061
TCI Wealth Advisors
Arizona
$229K
PTC
1062
Petrus Trust Company
Texas
$228K
ONB
1063
Old National Bancorp
Indiana
$228K
MA
1064
Mutual Advisors
Nebraska
$228K
WAP
1065
Wealthcare Advisory Partners
Pennsylvania
$228K
AFT
1066
Alpha Family Trust
California
$228K
HS
1067
Horan Securities
United States
$227K
MWA
1068
Midland Wealth Advisors
Illinois
$225K
CBT
1069
Crews Bank & Trust
Florida
$222K
SAI
1070
Savvy Advisors Inc
New York
$221K
Empower Advisory Group
1071
Empower Advisory Group
Colorado
$221K
BHWM
1072
Bar Harbor Wealth Management
New Hampshire
$221K
WTA
1073
Washington Trust Advisors
Massachusetts
$221K
TFF
1074
The Family Firm
Maryland
$221K
QWP
1075
Quotient Wealth Partners
Texas
$220K