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Ameriprise Financial

1,354 hedge funds and large institutions have $39B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 436 increasing their positions, 485 reducing their positions, and 105 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 funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $43B → $39B (-$3.99B)

10% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 485

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,354
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
MA
1076
Mutual Advisors
Nebraska
$223K
RT
1077
Rockland Trust
Massachusetts
$222K
BHWM
1078
Bar Harbor Wealth Management
New Hampshire
$221K
CAM
1079
Concorde Asset Management
Michigan
$221K
TFA
1080
Transamerica Financial Advisors
Florida
$221K
VFG
1081
Victory Financial Group
Texas
$220K
SWM
1082
SeaCrest Wealth Management
New York
$218K
CFO
1083
CVA Family Office
Colorado
$218K
PL
1084
Plancorp LLC
Missouri
$216K
FMLI
1085
Fukoku Mutual Life Insurance
Japan
$214K
MCM
1086
Marathon Capital Management
Maryland
$214K
SPC
1087
Sigma Planning Corp
Michigan
$213K
HDIM
1088
Hanson & Doremus Investment Management
Vermont
$213K
WWM
1089
Western Wealth Management
Colorado
$210K
IFO
1090
Independent Family Office
New York
$210K
AIA
1091
AssuredPartners Investment Advisors
Florida
$210K
GIA
1092
GHP Investment Advisors
Colorado
$209K
AWM
1093
Aviso Wealth Management
Washington
$209K
RFP
1094
Root Financial Partners
California
$209K
SMA
1095
Seven Mile Advisory
New Jersey
$208K
MIM
1096
Macroview Investment Management
Maryland
$207K
WTA
1097
Washington Trust Advisors
Massachusetts
$206K
SMWM
1098
Silvia McColl Wealth Management
California
$205K
WCG
1099
Weaver Consulting Group
California
$204K
HIA
1100
Harbor Investment Advisory
Maryland
$204K