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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
BFPW
1251
BOK Financial Private Wealth
Colorado
$20.3K
CWM
1252
Copia Wealth Management
Oregon
$19.4K
TFM
1253
TFC Financial Management
Massachusetts
$18.9K
CFFP
1254
Center for Financial Planning
Michigan
$18.9K
SCB
1255
Saudi Central Bank
Saudi Arabia
$18.4K
CA
1256
Continuum Advisory
Idaho
$18.3K
RL
1257
Rogco LP
Oklahoma
$17.9K
HIMS
1258
Hager Investment Management Services
New Hampshire
$16.9K
RFA
1259
Reyes Financial Architecture
California
$16.9K
BCMLT
1260
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.9K
B
1261
Birchbrook
Maine
$16.5K
NC
1262
NewSquare Capital
Pennsylvania
$16.5K
BGAI
1263
Bruce G. Allen Investments
Colorado
$16K
IWP
1264
IAG Wealth Partners
Wisconsin
$15.9K
CVM
1265
Cheviot Value Management
California
$15.9K
SIS
1266
Strategic Investment Solutions
Illinois
$15.8K
PWMG
1267
Prestige Wealth Management Group
New Jersey
$15.5K
NMG
1268
New Millennium Group
Utah
$15.5K
OAJ
1269
Ogorek Anthony Joseph
New York
$15K
FWM
1270
FSA Wealth Management
Massachusetts
$14.5K
IRC
1271
Investors Research Corp
Georgia
$14.5K
BT
1272
Banque Transatlantique
France
$14.5K
MSG
1273
Main Street Group
Virginia
$13.3K
MC
1274
Montag & Caldwell
Georgia
$13.1K
CWC
1275
Carolinas Wealth Consulting
North Carolina
$12.7K