AMP icon

Ameriprise Financial

1,344 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 433 increasing their positions, 482 reducing their positions, and 107 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 funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $43B → $38.9B (-$4.06B)

10% less repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 482

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,344
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
AWM
1201
Abound Wealth Management
Tennessee
$38.9K
ATC
1202
Adirondack Trust Company
New York
$38.8K
HFM
1203
Harvest Fund Management
China
$35K
RBC
1204
Roble Belko & Company
Pennsylvania
$34K
CT
1205
Clearstead Trust
Maine
$33.9K
OC
1206
Oakworth Capital
Alabama
$32.9K
MWM
1207
Mascoma Wealth Management
New Hampshire
$32.4K
RWA
1208
Redmont Wealth Advisors
Illinois
$31.9K
HWA
1209
Heartwood Wealth Advisors
Virginia
$31.9K
Walleye Capital
1210
Walleye Capital
New York
$30.9K
ANBT
1211
American National Bank & Trust
Texas
$30.9K
RWM
1212
Rialto Wealth Management
New York
$30.5K
TWD
1213
True Wealth Design
Ohio
$30K
DPW
1214
DiNuzzo Private Wealth
Pennsylvania
$29.9K
TCM
1215
TD Capital Management
Tennessee
$29.8K
KFI
1216
Key Financial Inc
Pennsylvania
$29.7K
WPA
1217
Wealth Preservation Advisors
Tennessee
$29.5K
AAG
1218
Accordant Advisory Group
Maryland
$29.5K
HIW
1219
Holos Integrated Wealth
Pennsylvania
$28.8K
WIM
1220
Westside Investment Management
California
$28.5K
BTC
1221
Bank & Trust Company
Illinois
$28K
CCMI
1222
Creative Capital Management Investments
California
$27.5K
MFC
1223
Mechanics Financial Corp
Ohio
$27K
Bank Julius Baer & Co
1224
Bank Julius Baer & Co
Switzerland
$27K
PSB
1225
Piscataqua Savings Bank
New Hampshire
$27K