AMP icon

Ameriprise Financial

1,344 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 433 increasing their positions, 482 reducing their positions, and 107 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 funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $43B → $38.9B (-$4.06B)

10% less repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 482

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,344
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
SS
1101
Sunbelt Securities
Texas
$199K
WB
1102
Webster Bank
Connecticut
$194K
AAP
1103
Arax Advisory Partners
Colorado
$191K
LI
1104
LRI Investments
Florida
$187K
CFD
1105
Creative Financial Designs
Indiana
$180K
NC
1106
North Capital
Utah
$179K
AG
1107
AmeriFlex Group
Nevada
$174K
Cohen & Steers
1108
Cohen & Steers
New York
$172K
SWP
1109
Strategic Wealth Partners
Ohio
$168K
Group One Trading
1110
Group One Trading
Illinois
$167K
FP
1111
Financial Perspectives
Minnesota
$166K
KFA
1112
Kelleher Financial Advisors
New York
$165K
BOJHT
1113
Bank of Jackson Hole Trust
Wyoming
$162K
SSG
1114
Summit Securities Group
New York
$160K
VCM
1115
Versant Capital Management
Arizona
$156K
NSIM
1116
North Star Investment Management
Illinois
$151K
ZBNA
1117
Zions Bancorporation, National Association
Utah
$147K
WBC
1118
Westpac Banking Corp
Australia
$142K
NB
1119
NBT Bank
New York
$142K
CH
1120
Cromwell Holdings
Wyoming
$141K
OAM
1121
Ostrum Asset Management
France
$141K
CF
1122
Centaurus Financial
California
$141K
UCB
1123
United Community Bank
South Carolina
$136K
RTC
1124
Riverview Trust Company
Washington
$136K
OL
1125
OneFund LLC
Florida
$134K