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Ameriprise Financial

1,361 hedge funds and large institutions have $39B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 439 increasing their positions, 486 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $114M | Put options by funds: $61M

17% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 106

0% more funds holding

Funds holding: 1,3611,361 (0)

0.35% less ownership

Funds ownership: 84.7%84.34% (-0.35%)

10% less repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 486

9% less capital invested

Capital invested by funds: $43B → $39B (-$3.99B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,361
Holders Change
Holders Change %
0%
% of All Funds
17.86%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
124
Increased
439
Reduced
486
Closed
106
Calls
$114M
Puts
$61M
Net Calls
+$52.8M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1251
TFC Financial Management
Massachusetts
$19.2K
WA
1252
WPG Advisers
Maryland
$19.2K
MA
1253
MCF Advisors
Kentucky
$18.2K -$4.61K -9 -20%
RL
1254
Rogco LP
Oklahoma
$18.2K
HIMS
1255
Hager Investment Management Services
New Hampshire
$17.2K -$20.5K -40 -53%
TFA
1256
Toth Financial Advisory
Virginia
$17.2K -$5.13K -10 -22%
RFA
1257
Reyes Financial Architecture
California
$17.2K
B
1258
Birchbrook
Maine
$16.7K
SIS
1259
Strategic Investment Solutions
Illinois
$16.2K
CVM
1260
Cheviot Value Management
California
$16K
PWMG
1261
Prestige Wealth Management Group
New Jersey
$15.7K
FC
1262
Financial Consulate
Maryland
$15.5K +$16.4K +32 New
FWM
1263
FSA Wealth Management
Massachusetts
$14.7K
IRC
1264
Investors Research Corp
Georgia
$14.7K
BT
1265
Banque Transatlantique
France
$14.7K
GEA
1266
Glen Eagle Advisors
New Jersey
$14.2K +$5.64K +11 +61%
SC
1267
SouthState Corp
Florida
$13.8K -$8.2K -16 -36%
MSG
1268
Main Street Group
Virginia
$13.5K
SA
1269
Scarborough Advisors
Maryland
$13.3K
FNWA
1270
Financial Network Wealth Advisors
Utah
$13.3K +$1.54K +3 +13%
OAJ
1271
Ogorek Anthony Joseph
New York
$13K +$513 +1 +4%
ADL
1272
Asset Dedication LLC
California
$12.8K -$36.4K -71 -73%
JFA
1273
JNBA Financial Advisors
Minnesota
$12.8K
KG
1274
Kilter Group
New York
$12.8K +$1.54K +3 +13%
CTB
1275
Country Trust Bank
Illinois
$12.8K +$2.05K +4 +18%