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Ameriprise Financial

1,331 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 432 increasing their positions, 474 reducing their positions, and 103 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,3491,331 (-18)

9% less capital invested

Capital invested by funds: $42.9B → $38.9B (-$4.03B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,331
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
RWM
1201
Rialto Wealth Management
New York
$30.5K
TWD
1202
True Wealth Design
Ohio
$30K
DPW
1203
DiNuzzo Private Wealth
Pennsylvania
$29.9K
TCM
1204
TD Capital Management
Tennessee
$29.8K
KFI
1205
Key Financial Inc
Pennsylvania
$29.7K
WPA
1206
Wealth Preservation Advisors
Tennessee
$29.5K
AAG
1207
Accordant Advisory Group
Maryland
$29.5K
WIM
1208
Westside Investment Management
California
$28.5K
BTC
1209
Bank & Trust Company
Illinois
$28K
CCMI
1210
Creative Capital Management Investments
California
$27.5K
MFC
1211
Mechanics Financial Corp
Ohio
$27K
Bank Julius Baer & Co
1212
Bank Julius Baer & Co
Switzerland
$27K
PSB
1213
Piscataqua Savings Bank
New Hampshire
$27K
RA
1214
Rise Advisors
New York
$27K
TLCM
1215
Twin Lakes Capital Management
California
$26K
BSB
1216
Bangor Savings Bank
Maine
$25.1K
WWM
1217
Wolff Wiese Magana
California
$24.6K
PP
1218
PFS Partners
New Jersey
$24.6K
AF
1219
Advisornet Financial
Minnesota
$24.1K
FMP
1220
Financial Management Professionals
Texas
$24.1K
SC
1221
Solstein Capital
California
$22.6K
FFL
1222
Financial Freedom LLC
Ohio
$22.1K
CAM
1223
Creekmur Asset Management
Illinois
$21.1K
CWM
1224
Copia Wealth Management
Oregon
$19.6K
VWA
1225
Valued Wealth Advisors
Utah
$19.3K