AMP icon

Ameriprise Financial

1,354 hedge funds and large institutions have $39.6B invested in Ameriprise Financial in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 488 increasing their positions, 481 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 1,3791,354 (-25)

10% less capital invested

Capital invested by funds: $44.1B → $39.6B (-$4.47B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$65.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NB
1126
NBT Bank
New York
$140K
WBC
1127
Westpac Banking Corp
Australia
$140K
T
1128
Transce3nd
Texas
$138K
CAWM
1129
Capital A Wealth Management
Pennsylvania
$137K
FMB
1130
Field & Main Bank
Kentucky
$136K
CH
1131
Cromwell Holdings
Wyoming
$135K
CF
1132
Centaurus Financial
California
$134K
AIM
1133
Acropolis Investment Management
Missouri
$134K
AIM
1134
Anchor Investment Management
South Carolina
$131K
NAAA
1135
New Age Alpha Advisors
New York
$128K
SIM
1136
Sentry Investment Management
Wisconsin
$127K
SBFM
1137
S-Bank Fund Management
Finland
$127K
ME
1138
McIlrath & Eck
Washington
$126K
IWA
1139
Icon Wealth Advisors
Texas
$126K
BIM
1140
Breakwater Investment Management
Washington
$126K
A
1141
Allianz
Germany
$126K
KA
1142
Kozak & Associates
Colorado
$125K
KWM
1143
Kiker Wealth Management
Georgia
$124K
HWA
1144
Heritage Wealth Advisors
Virginia
$123K
CMP
1145
Coston McIsaac & Partners
Maine
$121K
Cohen & Steers
1146
Cohen & Steers
New York
$121K
WF
1147
Wayfinding Financial
Washington
$120K
OSNBOA
1148
Old Second National Bank of Aurora
Illinois
$119K
GKIM
1149
GW&K Investment Management
Massachusetts
$113K
1IA
1150
1620 Investment Advisors
Massachusetts
$107K