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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
CTWM
1051
Cherry Tree Wealth Management
Minnesota
$233K
WG
1052
Warner Group
Connecticut
$233K
BFM
1053
Boothbay Fund Management
New York
$232K
R
1054
Rebalance
California
$232K
NI
1055
Natural Investments
California
$231K
AFT
1056
Alpha Family Trust
California
$231K
QWP
1057
Quotient Wealth Partners
Texas
$230K
ATPW
1058
Ashton Thomas Private Wealth
Arizona
$230K
HW
1059
HORAN Wealth
Ohio
$230K
TWA
1060
TCI Wealth Advisors
Arizona
$229K
SB
1061
Strategic Blueprint
Georgia
$228K
Empower Advisory Group
1062
Empower Advisory Group
Colorado
$228K
APG
1063
Abacus Planning Group
South Carolina
$227K
BWAM
1064
Boyd Watterson Asset Management
Ohio
$226K
QPWM
1065
Quadrant Private Wealth Management
Pennsylvania
$226K
CBT
1066
Crews Bank & Trust
Florida
$225K
GM
1067
GeoWealth Management
Illinois
$225K
Fisher Asset Management
1068
Fisher Asset Management
Washington
$225K
TIA
1069
Tiemann Investment Advisors
California
$224K
PA
1070
PharVision Advisers
Florida
$223K
MA
1071
Mutual Advisors
Nebraska
$223K
RT
1072
Rockland Trust
Massachusetts
$222K
BHWM
1073
Bar Harbor Wealth Management
New Hampshire
$221K
CAM
1074
Concorde Asset Management
Michigan
$221K
TFA
1075
Transamerica Financial Advisors
Florida
$221K