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Ameriprise Financial

1,354 hedge funds and large institutions have $39B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 436 increasing their positions, 485 reducing their positions, and 105 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 funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

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

10% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 485

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,354
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
PWA
1276
Physician Wealth Advisors
Utah
$10.3K
CAL
1277
Capital Advisors Ltd
Ohio
$10K
HHMI
1278
Howard Hughes Medical Institute
Maryland
$9.82K
ITIM
1279
Indiana Trust & Investment Management
Indiana
$9.82K
CCM
1280
Cloud Capital Management
Washington
$9K
PMFA
1281
Plante Moran Financial Advisors
Michigan
$8.84K
SN
1282
Sittner & Nelson
Oregon
$8.35K
CSB
1283
City State Bank
Iowa
$8.35K
CCM
1284
Chilton Capital Management
Texas
$7.86K
DF
1285
Dunhill Financial
United Kingdom
$7.77K
IWM
1286
IMG Wealth Management
Florida
$7.37K
GSWM
1287
Golden State Wealth Management
California
$7.37K
SGK
1288
Steigerwald Gordon & Koch
Virginia
$7.37K
GA
1289
Guerra Advisors
Florida
$7.37K
SVCP
1290
Silicon Valley Capital Partners
California
$7.29K
Q1WB
1291
Quest 10 Wealth Builders
Virginia
$7.08K
HBW
1292
Hazlett, Burt & Watson
West Virginia
$7K
CWM
1293
Cedar Wealth Management
California
$6.39K
BLC
1294
Brown, Lisle/Cummings
Rhode Island
$6.39K
OP
1295
ORG Partners
Indiana
$6.39K
HWP
1296
Highline Wealth Partners
California
$5.93K
FG
1297
Fairman Group
Pennsylvania
$5.89K
MAM
1298
MMA Asset Management
Pennsylvania
$5.89K
TC
1299
Truvestments Capital
Florida
$5.89K
CC
1300
Corsicana & Co
Texas
$5.89K