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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
OL
1101
one8zero8 LLC
North Carolina
$203K
CMP
1102
Coston McIsaac & Partners
Maine
$203K
TPWM
1103
Twelve Points Wealth Management
Massachusetts
$202K
CAM
1104
Cozad Asset Management
Illinois
$202K
CAG
1105
Crestwood Advisors Group
Massachusetts
$201K
SS
1106
Sunbelt Securities
Texas
$199K
WB
1107
Webster Bank
Connecticut
$194K
AAP
1108
Arax Advisory Partners
Colorado
$191K
LI
1109
LRI Investments
Florida
$187K
CFD
1110
Creative Financial Designs
Indiana
$180K
NC
1111
North Capital
Utah
$179K
AG
1112
AmeriFlex Group
Nevada
$174K
Cohen & Steers
1113
Cohen & Steers
New York
$172K
SWP
1114
Strategic Wealth Partners
Ohio
$168K
Group One Trading
1115
Group One Trading
Illinois
$167K
FP
1116
Financial Perspectives
Minnesota
$166K
KFA
1117
Kelleher Financial Advisors
New York
$165K
BOJHT
1118
Bank of Jackson Hole Trust
Wyoming
$162K
SSG
1119
Summit Securities Group
New York
$160K
VCM
1120
Versant Capital Management
Arizona
$156K
NSIM
1121
North Star Investment Management
Illinois
$151K
ZBNA
1122
Zions Bancorporation, National Association
Utah
$147K
WBC
1123
Westpac Banking Corp
Australia
$142K
NB
1124
NBT Bank
New York
$142K
CH
1125
Cromwell Holdings
Wyoming
$141K