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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
RDFA
1276
Ritter Daniher Financial Advisory
Ohio
$12.3K +$12.8K +25 New
FIM
1277
FWL Investment Management
Texas
$12.3K +$12.8K +25 New
CAM
1278
Costello Asset Management
Pennsylvania
$12.1K
BGAI
1279
Bruce G. Allen Investments
Colorado
$11.8K
APW
1280
Acima Private Wealth
Virginia
$11.3K +$11.8K +23 New
AW
1281
Avion Wealth
Texas
$11K
GWSA
1282
Global Wealth Strategies & Associates
Colorado
$10.8K +$11.3K +22 New
PWA
1283
Physician Wealth Advisors
Utah
$10.3K +$10.8K +21 New
CAL
1284
Capital Advisors Ltd
Ohio
$10K
HHMI
1285
Howard Hughes Medical Institute
Maryland
$9.82K
ITIM
1286
Indiana Trust & Investment Management
Indiana
$9.82K
CCM
1287
Cloud Capital Management
Washington
$9K +$10.3K +20 New
PMFA
1288
Plante Moran Financial Advisors
Michigan
$8.84K
CSB
1289
City State Bank
Iowa
$8.35K
SN
1290
Sittner & Nelson
Oregon
$8.35K
CCM
1291
Chilton Capital Management
Texas
$7.86K +$8.2K +16 New
DF
1292
Dunhill Financial
United Kingdom
$7.77K +$513 +1 +7%
GSWM
1293
Golden State Wealth Management
California
$7.37K
IWM
1294
IMG Wealth Management
Florida
$7.37K
GA
1295
Guerra Advisors
Florida
$7.37K +$7.69K +15 New
SGK
1296
Steigerwald Gordon & Koch
Virginia
$7.37K +$7.69K +15 New
SVCP
1297
Silicon Valley Capital Partners
California
$7.29K
Q1WB
1298
Quest 10 Wealth Builders
Virginia
$7.08K +$6.66K +13 +1,300%
HBW
1299
Hazlett, Burt & Watson
West Virginia
$7K +$7.69K +15 New
CWM
1300
Cedar Wealth Management
California
$6.39K -$3.59K -7 -35%