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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
JFA
1276
JNBA Financial Advisors
Minnesota
$12.6K
SL
1277
Salomon & Ludwin
Virginia
$12.6K
NRG
1278
Nemes Rush Group
Michigan
$12.1K
SIM
1279
Synergy Investment Management
Florida
$12.1K
CAM
1280
Costello Asset Management
Pennsylvania
$11.8K
FNWA
1281
Financial Network Wealth Advisors
Utah
$11.6K
CHC
1282
City Holding Co
West Virginia
$11.6K
FAM
1283
Flaharty Asset Management
Florida
$10.2K
CWM
1284
Cedar Wealth Management
California
$9.68K
ITIM
1285
Indiana Trust & Investment Management
Indiana
$9.68K
AF
1286
Atala Financial
California
$9.2K
CAL
1287
Capital Advisors Ltd
Ohio
$9K
LWMI
1288
Legacy Wealth Management (Idaho)
Idaho
$8.85K
GEA
1289
Glen Eagle Advisors
New Jersey
$8.71K
PMFA
1290
Plante Moran Financial Advisors
Michigan
$8.71K
LWCFA
1291
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.49K
SN
1292
Sittner & Nelson
Oregon
$8.23K
CSB
1293
City State Bank
Iowa
$8.23K
AW
1294
Avion Wealth
Texas
$8K
DF
1295
Dunhill Financial
United Kingdom
$7.79K
S
1296
Sachetta
Massachusetts
$7.75K
SVCP
1297
Silicon Valley Capital Partners
California
$7.11K
HWP
1298
Highline Wealth Partners
California
$6.79K
SIC
1299
SJS Investment Consulting
Ohio
$6.78K
FG
1300
Fairman Group
Pennsylvania
$6.39K