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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
SIS
1201
Sound Income Strategies
Florida
$46.7K
AFG
1202
Albion Financial Group
Utah
$46.4K
HFS
1203
Hantz Financial Services
Michigan
$45K
MAM
1204
Morse Asset Management
Connecticut
$42.7K
AWM
1205
Abound Wealth Management
Tennessee
$42.3K
ATC
1206
Adirondack Trust Company
New York
$42.2K
SS
1207
SBI Securities
Japan
$41.6K
HIMS
1208
Hager Investment Management Services
New Hampshire
$40K
SC
1209
Solstein Capital
California
$37.4K
RBC
1210
Roble Belko & Company
Pennsylvania
$37K
CT
1211
Clearstead Trust
Maine
$36.8K
WOSD
1212
WFA of San Diego
California
$36.3K
OC
1213
Oakworth Capital
Alabama
$35.8K
MWM
1214
Mascoma Wealth Management
New Hampshire
$35.2K
RWA
1215
Redmont Wealth Advisors
Illinois
$34.7K
SSG
1216
Summit Securities Group
New York
$34.2K
RWM
1217
Rialto Wealth Management
New York
$33.1K
KFI
1218
Key Financial Inc
Pennsylvania
$32.6K
TCM
1219
TD Capital Management
Tennessee
$32.2K
WPA
1220
Wealth Preservation Advisors
Tennessee
$32K
AAG
1221
Accordant Advisory Group
Maryland
$32K
WW
1222
Winnow Wealth
Texas
$32K
DPW
1223
DiNuzzo Private Wealth
Pennsylvania
$31.5K
TFA
1224
Transamerica Financial Advisors
Florida
$31.3K
WIM
1225
Westside Investment Management
California
$31K