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Ameriprise Financial

1,348 hedge funds and large institutions have $42.9B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 461 increasing their positions, 500 reducing their positions, and 101 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:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

0.88% less ownership

Funds ownership: 85.49%84.61% (-0.88%)

8% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 500

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$55.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFO
1051
Independent Family Office
New York
$228K
AIA
1052
AssuredPartners Investment Advisors
Florida
$228K
PIA
1053
Perennial Investment Advisors
California
$228K
NB
1054
Nicolet Bankshares
Wisconsin
$227K
AWM
1055
Aviso Wealth Management
Washington
$227K
GIA
1056
GHP Investment Advisors
Colorado
$227K
MIM
1057
Macroview Investment Management
Maryland
$225K
CFSG
1058
Clark Financial Services Group
Missouri
$225K
Capstone Investment Advisors
1059
Capstone Investment Advisors
New York
$224K
SMWM
1060
Silvia McColl Wealth Management
California
$223K
BWM
1061
Birchcreek Wealth Management
Ohio
$223K
WWM
1062
Western Wealth Management
Colorado
$222K
WCG
1063
Weaver Consulting Group
California
$221K
MYAM
1064
Meiji Yasuda Asset Management
Japan
$221K
OL
1065
one8zero8 LLC
North Carolina
$221K
MWA
1066
Midland Wealth Advisors
Illinois
$220K
HIA
1067
Harbor Investment Advisory
Maryland
$220K
TPWM
1068
Twelve Points Wealth Management
Massachusetts
$220K
LSA
1069
Lansing Street Advisors
Pennsylvania
$219K
PCG
1070
Prosperity Consulting Group
Maryland
$218K
AWA
1071
Amplius Wealth Advisors
Pennsylvania
$218K
CAG
1072
Crestwood Advisors Group
Massachusetts
$217K
WFI
1073
West Family Investments
California
$217K
MF
1074
Magnetar Financial
Illinois
$217K
ATPW
1075
Ashton Thomas Private Wealth
Arizona
$217K