AMP icon

Ameriprise Financial

1,340 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, 458 increasing their positions, 497 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-10
Holders Change %
-0.74%
% of All Funds
17.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
118
Increased
458
Reduced
497
Closed
99
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
1101
Creative Financial Designs
Indiana
$195K +$1.07K +2 +0.5%
NC
1102
North Capital
Utah
$192K
KWM
1103
Kiker Wealth Management
Georgia
$189K +$52.8K +99 +39%
Cohen & Steers
1104
Cohen & Steers
New York
$187K +$53.4K +100 +40%
SWP
1105
Strategic Wealth Partners
Ohio
$183K +$183K +342 New
FP
1106
Financial Perspectives
Minnesota
$180K
ETC
1107
Exchange Traded Concepts
Oklahoma
$178K -$340K -637 -66%
LWANC
1108
Laurel Wealth Advisors (North Carolina)
North Carolina
$177K +$177K +94,294 +53,273%
BOJHT
1109
Bank of Jackson Hole Trust
Wyoming
$176K
VCM
1110
Versant Capital Management
Arizona
$165K +$52.3K +98 +46%
NSIM
1111
North Star Investment Management
Illinois
$164K
SIM
1112
Sentry Investment Management
Wisconsin
$159K
OAM
1113
Ostrum Asset Management
France
$158K -$3.74K -7 -2%
WBC
1114
Westpac Banking Corp
Australia
$155K
NB
1115
NBT Bank
New York
$155K
CH
1116
Cromwell Holdings
Wyoming
$154K +$4.8K +9 +3%
MSE
1117
MUFG Securities EMEA
United Kingdom
$150K +$150K +281 New
FMB
1118
Field & Main Bank
Kentucky
$149K
RTC
1119
Riverview Trust Company
Washington
$147K -$60.8K -114 -29%
AIM
1120
Anchor Investment Management
South Carolina
$144K
CF
1121
Centaurus Financial
California
$144K -$3.75K -7 -3%
KA
1122
Kozak & Associates
Colorado
$142K +$539 +1 +0.4%
OL
1123
OneFund LLC
Florida
$140K +$140K +263 New
NAAA
1124
New Age Alpha Advisors
New York
$140K -$1.07K -2 -0.8%
BIM
1125
Breakwater Investment Management
Washington
$139K