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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
KFA
1101
Kelleher Financial Advisors
New York
$165K
BOJHT
1102
Bank of Jackson Hole Trust
Wyoming
$162K
SSG
1103
Summit Securities Group
New York
$160K
VCM
1104
Versant Capital Management
Arizona
$156K
NSIM
1105
North Star Investment Management
Illinois
$151K
ZBNA
1106
Zions Bancorporation, National Association
Utah
$147K
WBC
1107
Westpac Banking Corp
Australia
$142K
NB
1108
NBT Bank
New York
$142K
CH
1109
Cromwell Holdings
Wyoming
$141K
OAM
1110
Ostrum Asset Management
France
$141K
CF
1111
Centaurus Financial
California
$141K
UCB
1112
United Community Bank
South Carolina
$136K
RTC
1113
Riverview Trust Company
Washington
$136K
OL
1114
OneFund LLC
Florida
$134K
AIM
1115
Anchor Investment Management
South Carolina
$133K
OSNBOA
1116
Old Second National Bank of Aurora
Illinois
$133K
NAAA
1117
New Age Alpha Advisors
New York
$129K
BIM
1118
Breakwater Investment Management
Washington
$128K
ME
1119
McIlrath & Eck
Washington
$128K
GKIM
1120
GW&K Investment Management
Massachusetts
$126K
PGAM
1121
Princeton Global Asset Management
New Jersey
$125K
FMB
1122
Field & Main Bank
Kentucky
$125K
HWA
1123
Heritage Wealth Advisors
Virginia
$125K
AAG
1124
Armstrong Advisory Group
Massachusetts
$121K
CBT
1125
CoreFirst Bank & Trust
Kansas
$119K