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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
VFG
1076
Victory Financial Group
Texas
$220K
SWM
1077
SeaCrest Wealth Management
New York
$218K
CFO
1078
CVA Family Office
Colorado
$218K
PL
1079
Plancorp LLC
Missouri
$216K
FMLI
1080
Fukoku Mutual Life Insurance
Japan
$214K
MCM
1081
Marathon Capital Management
Maryland
$214K
SPC
1082
Sigma Planning Corp
Michigan
$213K
HDIM
1083
Hanson & Doremus Investment Management
Vermont
$213K
WWM
1084
Western Wealth Management
Colorado
$210K
IFO
1085
Independent Family Office
New York
$210K
AIA
1086
AssuredPartners Investment Advisors
Florida
$210K
GIA
1087
GHP Investment Advisors
Colorado
$209K
AWM
1088
Aviso Wealth Management
Washington
$209K
RFP
1089
Root Financial Partners
California
$209K
SMA
1090
Seven Mile Advisory
New Jersey
$208K
MIM
1091
Macroview Investment Management
Maryland
$207K
WTA
1092
Washington Trust Advisors
Massachusetts
$206K
SMWM
1093
Silvia McColl Wealth Management
California
$205K
WCG
1094
Weaver Consulting Group
California
$204K
HIA
1095
Harbor Investment Advisory
Maryland
$204K
OL
1096
one8zero8 LLC
North Carolina
$203K
CMP
1097
Coston McIsaac & Partners
Maine
$203K
TPWM
1098
Twelve Points Wealth Management
Massachusetts
$202K
CAM
1099
Cozad Asset Management
Illinois
$202K
CAG
1100
Crestwood Advisors Group
Massachusetts
$201K