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Ameriprise Financial

1,361 hedge funds and large institutions have $39B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 439 increasing their positions, 486 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $114M | Put options by funds: $61M

17% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 106

0% more funds holding

Funds holding: 1,3611,361 (0)

0.35% less ownership

Funds ownership: 84.7%84.34% (-0.35%)

10% less repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 486

9% less capital invested

Capital invested by funds: $43B → $39B (-$3.99B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,361
Holders Change
Holders Change %
0%
% of All Funds
17.86%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
124
Increased
439
Reduced
486
Closed
106
Calls
$114M
Puts
$61M
Net Calls
+$52.8M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1101
Seven Mile Advisory
New Jersey
$208K +$216K +422 New
MIM
1102
Macroview Investment Management
Maryland
$207K
WTA
1103
Washington Trust Advisors
Massachusetts
$206K -$16.9K -33 -7%
SMWM
1104
Silvia McColl Wealth Management
California
$205K
WCG
1105
Weaver Consulting Group
California
$204K
HIA
1106
Harbor Investment Advisory
Maryland
$204K +$1.54K +3 +0.7%
OL
1107
one8zero8 LLC
North Carolina
$203K
CMP
1108
Coston McIsaac & Partners
Maine
$203K +$83K +162 +64%
TPWM
1109
Twelve Points Wealth Management
Massachusetts
$202K
CAM
1110
Cozad Asset Management
Illinois
$202K +$15.4K +30 +8%
CAG
1111
Crestwood Advisors Group
Massachusetts
$201K +$1.54K +3 +0.7%
SS
1112
Sunbelt Securities
Texas
$199K -$201K -392 -49%
WB
1113
Webster Bank
Connecticut
$194K
AAP
1114
Arax Advisory Partners
Colorado
$191K +$82.5K +161 +71%
LI
1115
LRI Investments
Florida
$187K
CFD
1116
Creative Financial Designs
Indiana
$180K
NC
1117
North Capital
Utah
$179K +$2.05K +4 +1%
AG
1118
AmeriFlex Group
Nevada
$174K +$121K +236 +200%
Cohen & Steers
1119
Cohen & Steers
New York
$172K
SWP
1120
Strategic Wealth Partners
Ohio
$168K
Group One Trading
1121
Group One Trading
Illinois
$167K +$158K +308 +994%
FP
1122
Financial Perspectives
Minnesota
$166K
KFA
1123
Kelleher Financial Advisors
New York
$165K +$172K +335 New
BOJHT
1124
Bank of Jackson Hole Trust
Wyoming
$162K
SSG
1125
Summit Securities Group
New York
$160K +$134K +261 +408%