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Ameriprise Financial

1,350 hedge funds and large institutions have $43B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 462 increasing their positions, 500 reducing their positions, and 104 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:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

0.97% less ownership

Funds ownership: 85.52%84.55% (-0.97%)

8% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 500

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$55.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMB
1126
Field & Main Bank
Kentucky
$149K
RTC
1127
Riverview Trust Company
Washington
$147K
AIM
1128
Anchor Investment Management
South Carolina
$144K
CF
1129
Centaurus Financial
California
$144K
KA
1130
Kozak & Associates
Colorado
$142K
OL
1131
OneFund LLC
Florida
$140K
NAAA
1132
New Age Alpha Advisors
New York
$140K
ME
1133
McIlrath & Eck
Washington
$139K
IWA
1134
Icon Wealth Advisors
Texas
$139K
BIM
1135
Breakwater Investment Management
Washington
$139K
PGAM
1136
Princeton Global Asset Management
New Jersey
$136K
HWA
1137
Heritage Wealth Advisors
Virginia
$136K
T
1138
Transce3nd
Texas
$135K
ECM
1139
Estabrook Capital Management
New York
$134K
CMP
1140
Coston McIsaac & Partners
Maine
$134K
AAG
1141
Armstrong Advisory Group
Massachusetts
$134K
GKIM
1142
GW&K Investment Management
Massachusetts
$133K
OSNBOA
1143
Old Second National Bank of Aurora
Illinois
$131K
CBT
1144
CoreFirst Bank & Trust
Kansas
$130K
SBFM
1145
S-Bank Fund Management
Finland
$126K
AAP
1146
Arax Advisory Partners
Colorado
$121K
ZBNA
1147
Zions Bancorporation, National Association
Utah
$119K
1IA
1148
1620 Investment Advisors
Massachusetts
$117K
HFS
1149
Hopwood Financial Services
Virginia
$115K
TSMHT
1150
Thurston Springer Miller Herd & Titak
Indiana
$109K