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Ameriprise Financial

1,340 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, 458 increasing their positions, 497 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-10
Holders Change %
-0.74%
% of All Funds
17.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
118
Increased
458
Reduced
497
Closed
99
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GM
1076
GeoWealth Management
Illinois
$214K +$6.41K +12 +3%
AC
1077
Avestar Capital
New York
$213K -$248K -464 -54%
MCM
1078
Mengis Capital Management
Oregon
$213K +$213K +400 New
EGA
1079
E&G Advisors
Texas
$213K +$213K +400 New
MIM
1080
Morningstar Investment Management
Illinois
$212K +$212K +398 New
OR
1081
Olympiad Research
Connecticut
$211K -$17.6K -33 -8%
MC
1082
Moors & Cabot
Massachusetts
$211K -$23K -43 -10%
WB
1083
Webster Bank
Connecticut
$210K +$46.4K +87 +28%
FIA
1084
Foundations Investment Advisors
Arizona
$210K +$210K +394 New
CIC
1085
Crawford Investment Counsel
Georgia
$209K +$209K +392 New
MSWM
1086
McGlone Suttner Wealth Management
Wisconsin
$209K +$209K +392 New
MIC
1087
Means Investment Company
Maine
$209K +$209K +391 New
WA1
1088
Wimmer Associates 1
California
$208K
CCA
1089
Cobblestone Capital Advisors
New York
$208K +$208K +390 New
VFG
1090
Victory Financial Group
Texas
$207K +$207K +388 New
WLIM
1091
White Lighthouse Investment Management
Massachusetts
$207K +$207K +388 New
GSWA
1092
Good Steward Wealth Advisors
Tennessee
$206K +$206K +386 New
AWM
1093
Aberdeen Wealth Management
Illinois
$206K +$206K +386 New
DOA
1094
D'Orazio & Associates
Virginia
$204K +$204K +382 New
CAM
1095
Cozad Asset Management
Illinois
$203K +$203K +381 New
PGFC
1096
Peapack-Gladstone Financial Corp
New Jersey
$203K +$203K +380 New
SIMG
1097
Sonora Investment Management Group
Arizona
$203K +$203K +380 New
LI
1098
LRI Investments
Florida
$203K -$52.8K -99 -21%
WC
1099
Waterloo Capital
Texas
$201K +$201K +377 New
UCB
1100
United Community Bank
South Carolina
$197K +$5.34K +10 +3%