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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
HNW
1176
High Note Wealth
Minnesota
$76.1K
QL
1177
Quarry LP
New York
$75.7K +$64.1K +125 +431%
SIS
1178
Sound Income Strategies
Florida
$75.6K +$33.8K +66 +75%
SCM
1179
Silvant Capital Management
Georgia
$74.7K
ECM
1180
Estabrook Capital Management
New York
$73.7K -$92.3K -180 -55%
EWM
1181
Evermay Wealth Management
Virginia
$72.7K
RCM
1182
Raleigh Capital Management
North Carolina
$70.4K -$3.08K -6 -4%
T
1183
TOBAM
France
$70K +$3.08K +6 +4%
HFS
1184
Hantz Financial Services
Michigan
$70K +$29.2K +57 +67%
GWM
1185
Geneos Wealth Management
Colorado
$69.9K -$156K -305 -68%
FMTCOCP
1186
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$68K
CFFP
1187
Center for Financial Planning
Michigan
$67.3K +$50.2K +98 +251%
WCM
1188
Westend Capital Management
California
$63.4K
C
1189
Covestor
United Kingdom
$62K +$15.4K +30 +31%
TFIPS
1190
Towarzystwo Funduszy Inwestycyjnych PZU SA
$61.4K +$35.9K +70 +127%
RC
1191
Rexford Capital
Texas
$60.4K +$10.8K +21 +21%
BGA
1192
Battery Global Advisors
Massachusetts
$58.5K
RMC
1193
Resources Management Corp
Connecticut
$57K -$25.6K -50 -30%
CFS
1194
CGC Financial Services
Oregon
$57K
DAM
1195
Delta Asset Management
Tennessee
$54.5K +$5.64K +11 +11%
CYG
1196
Clean Yield Group
Vermont
$54K
IUHSA
1197
Itau Unibanco Holding S.A.
Brazil
$53.5K -$2.05K -4 -4%
AF
1198
Alerus Financial
North Dakota
$52.1K
JWA
1199
JFS Wealth Advisors
Pennsylvania
$51.6K
LWA
1200
Lowe Wealth Advisors
Maryland
$49.1K