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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
FWM
1251
FSA Wealth Management
Massachusetts
$14.7K
BT
1252
Banque Transatlantique
France
$14.7K
GEA
1253
Glen Eagle Advisors
New Jersey
$14.2K
SC
1254
SouthState Corp
Florida
$13.8K
MSG
1255
Main Street Group
Virginia
$13.5K
FNWA
1256
Financial Network Wealth Advisors
Utah
$13.3K
OAJ
1257
Ogorek Anthony Joseph
New York
$13K
ADL
1258
Asset Dedication LLC
California
$12.8K
JFA
1259
JNBA Financial Advisors
Minnesota
$12.8K
CTB
1260
Country Trust Bank
Illinois
$12.8K
RDFA
1261
Ritter Daniher Financial Advisory
Ohio
$12.3K
FIM
1262
FWL Investment Management
Texas
$12.3K
CAM
1263
Costello Asset Management
Pennsylvania
$12.1K
BGAI
1264
Bruce G. Allen Investments
Colorado
$11.8K
APW
1265
Acima Private Wealth
Virginia
$11.3K
AW
1266
Avion Wealth
Texas
$11K
GWSA
1267
Global Wealth Strategies & Associates
Colorado
$10.8K
PWA
1268
Physician Wealth Advisors
Utah
$10.3K
CAL
1269
Capital Advisors Ltd
Ohio
$10K
HHMI
1270
Howard Hughes Medical Institute
Maryland
$9.82K
ITIM
1271
Indiana Trust & Investment Management
Indiana
$9.82K
CCM
1272
Cloud Capital Management
Washington
$9K
PMFA
1273
Plante Moran Financial Advisors
Michigan
$8.84K
SN
1274
Sittner & Nelson
Oregon
$8.35K
CSB
1275
City State Bank
Iowa
$8.35K