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Ameriprise Financial

1,348 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, 461 increasing their positions, 500 reducing their positions, and 101 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:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

0.88% less ownership

Funds ownership: 85.49%84.61% (-0.88%)

8% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 500

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$55.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1101
Cozad Asset Management
Illinois
$203K
PGFC
1102
Peapack-Gladstone Financial Corp
New Jersey
$203K
SIMG
1103
Sonora Investment Management Group
Arizona
$203K
LI
1104
LRI Investments
Florida
$203K
WC
1105
Waterloo Capital
Texas
$201K
UCB
1106
United Community Bank
South Carolina
$197K
CFD
1107
Creative Financial Designs
Indiana
$195K
NC
1108
North Capital
Utah
$192K
KWM
1109
Kiker Wealth Management
Georgia
$189K
Cohen & Steers
1110
Cohen & Steers
New York
$187K
SWP
1111
Strategic Wealth Partners
Ohio
$183K
FP
1112
Financial Perspectives
Minnesota
$180K
ETC
1113
Exchange Traded Concepts
Oklahoma
$178K
LWANC
1114
Laurel Wealth Advisors (North Carolina)
North Carolina
$177K
BOJHT
1115
Bank of Jackson Hole Trust
Wyoming
$176K
VCM
1116
Versant Capital Management
Arizona
$165K
NSIM
1117
North Star Investment Management
Illinois
$164K
SIM
1118
Sentry Investment Management
Wisconsin
$159K
OAM
1119
Ostrum Asset Management
France
$158K
NB
1120
NBT Bank
New York
$155K
WBC
1121
Westpac Banking Corp
Australia
$155K
CH
1122
Cromwell Holdings
Wyoming
$154K
MSE
1123
MUFG Securities EMEA
United Kingdom
$150K
FMB
1124
Field & Main Bank
Kentucky
$149K
RTC
1125
Riverview Trust Company
Washington
$147K