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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
BC
1151
Bayforest Capital
United Kingdom
$112K +$116K +227 New
SIM
1152
Sentry Investment Management
Wisconsin
$110K -$36.4K -71 -24%
1IA
1153
1620 Investment Advisors
Massachusetts
$108K
HFS
1154
Hopwood Financial Services
Virginia
$106K
M
1155
MOTCO
Texas
$104K
OIAM
1156
OFI Invest Asset Management
France
$103K +$16.9K +33 +15%
WBC
1157
West Branch Capital
Massachusetts
$101K +$26.7K +52 +34%
BCP
1158
BSN Capital Partners
United Kingdom
$99.9K
ABWM
1159
Alpine Bank Wealth Management
Colorado
$99.2K +$23.6K +46 +29%
KB
1160
Kimelman & Baird
New York
$98.3K
AGWCA
1161
Annis Gardner Whiting Capital Advisors
Florida
$97.8K +$20.5K +40 +25%
PB
1162
Pinnacle Bancorp
Nebraska
$97.3K +$6.15K +12 +6%
RFG
1163
REAP Financial Group
Texas
$96.1K +$7.17K +14 +8%
SNB
1164
Security National Bank
Nebraska
$93.8K
MA
1165
Montag & Associates
Georgia
$89.5K
GIM
1166
Generali Investments Management
Slovenia
$88.9K +$92.8K +181 New
CPBTD
1167
Central Pacific Bank - Trust Division
Hawaii
$88.4K
AFWM
1168
Abich Financial Wealth Management
Virginia
$87.9K +$91.7K +179 New
SOW
1169
State of Wyoming
Wyoming
$82K -$1.54K -3 -2%
JWM
1170
JPL Wealth Management
Colorado
$81.5K +$85.1K +166 New
FFO
1171
Fortitude Family Office
Arizona
$78.1K
MBFW
1172
Morton Brown Family Wealth
Pennsylvania
$78.1K
OA
1173
Operose Advisors
Wisconsin
$78.1K
TF
1174
Tompkins Financial
New York
$78.1K
WA
1175
Westfuller Advisors
New York
$76.3K +$79.4K +155 New