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Ameriprise Financial

1,331 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 432 increasing their positions, 474 reducing their positions, and 103 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,3491,331 (-18)

9% less capital invested

Capital invested by funds: $42.9B → $38.9B (-$4.03B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,331
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
GIA
1076
GHP Investment Advisors
Colorado
$209K
AWM
1077
Aviso Wealth Management
Washington
$209K
RFP
1078
Root Financial Partners
California
$209K
SMA
1079
Seven Mile Advisory
New Jersey
$208K
MIM
1080
Macroview Investment Management
Maryland
$207K
WTA
1081
Washington Trust Advisors
Massachusetts
$206K
SMWM
1082
Silvia McColl Wealth Management
California
$205K
WCG
1083
Weaver Consulting Group
California
$204K
HIA
1084
Harbor Investment Advisory
Maryland
$204K
OL
1085
one8zero8 LLC
North Carolina
$203K
CMP
1086
Coston McIsaac & Partners
Maine
$203K
TPWM
1087
Twelve Points Wealth Management
Massachusetts
$202K
CAM
1088
Cozad Asset Management
Illinois
$202K
CAG
1089
Crestwood Advisors Group
Massachusetts
$201K
SS
1090
Sunbelt Securities
Texas
$199K
WB
1091
Webster Bank
Connecticut
$194K
AAP
1092
Arax Advisory Partners
Colorado
$191K
LI
1093
LRI Investments
Florida
$187K
CFD
1094
Creative Financial Designs
Indiana
$180K
NC
1095
North Capital
Utah
$179K
AG
1096
AmeriFlex Group
Nevada
$174K
Cohen & Steers
1097
Cohen & Steers
New York
$172K
SWP
1098
Strategic Wealth Partners
Ohio
$168K
Group One Trading
1099
Group One Trading
Illinois
$167K
FP
1100
Financial Perspectives
Minnesota
$166K