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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
BIA
1201
Bell Investment Advisors
California
$44.1K
AGWCA
1202
Annis Gardner Whiting Capital Advisors
Florida
$43.1K
MEG
1203
Millstone Evans Group
Colorado
$42.6K
PC
1204
Promus Capital
Illinois
$42.6K
AFG
1205
Albion Financial Group
Utah
$42.1K
Group One Trading
1206
Group One Trading
Illinois
$41.6K
BAM
1207
Byrne Asset Management
New Jersey
$41.1K
GSWM
1208
Golden State Wealth Management
California
$40.7K
OC
1209
Oakworth Capital
Alabama
$40.2K
SS
1210
SBI Securities
Japan
$38.7K
AWM
1211
Abound Wealth Management
Tennessee
$38.3K
ATC
1212
Adirondack Trust Company
New York
$38.2K
OWA
1213
Opal Wealth Advisors
New York
$35.8K
WA
1214
WPG Advisers
Maryland
$33.4K
RBC
1215
Roble Belko & Company
Pennsylvania
$33K
CT
1216
Clearstead Trust
Maine
$32.9K
TFA
1217
Transamerica Financial Advisors
Florida
$32K
MWM
1218
Mascoma Wealth Management
New Hampshire
$32K
KFI
1219
Key Financial Inc
Pennsylvania
$29.5K
RFG
1220
REAP Financial Group
Texas
$29.2K
TCM
1221
TD Capital Management
Tennessee
$29.2K
CTB
1222
Country Trust Bank
Illinois
$29K
AAG
1223
Accordant Advisory Group
Maryland
$29K
HIW
1224
Holos Integrated Wealth
Pennsylvania
$29K
WPA
1225
Wealth Preservation Advisors
Tennessee
$29K