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Ameriprise Financial

1,331 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 432 increasing their positions, 474 reducing their positions, and 103 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,3491,331 (-18)

9% less capital invested

Capital invested by funds: $42.9B → $38.9B (-$4.03B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,331
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
AWM
1301
Accredited Wealth Management
Kentucky
$2.95K
MAM
1302
Marquette Asset Management
Minnesota
$2.46K
BWL
1303
Bogart Wealth LLC
Virginia
$2.46K
HIA
1304
HFM Investment Advisors
New Jersey
$1.97K
DI
1305
DAGCO Inc
Ohio
$1.97K
CMA
1306
Cedar Mountain Advisors
Oregon
$1.97K
TCB
1307
Texas Capital Bancshares
Texas
$1.97K
EWP
1308
Elevation Wealth Partners
California
$1.97K
AA
1309
Addison Advisors
Vermont
$1.47K
NL
1310
NVWM LLC
Pennsylvania
$1.47K
QWM
1311
Quaker Wealth Management
New Jersey
$1.47K
MHR
1312
Matthew Hamilton Rosenberg
$1.47K
BTD
1313
BankPlus Trust Department
Mississippi
$1.47K
IWP
1314
IAG Wealth Partners
Wisconsin
$1.38K
WOC
1315
West Oak Capital
California
$1.25K
MSWM
1316
Mowery & Schoenfeld Wealth Management
Illinois
$986
RS
1317
Rakuten Securities
Japan
$983
WA
1318
WestEnd Advisors
North Carolina
$983
GWSG
1319
GPS Wealth Strategies Group
Colorado
$983
ACM
1320
Anfield Capital Management
California
$983
RWS
1321
Retirement Wealth Solutions
Wisconsin
$983
SA
1322
Seneschal Advisors
Washington
$983
HC
1323
Hurley Capital
New York
$983
DF
1324
DecisionPoint Financial
Arizona
$974
PWMG
1325
Private Wealth Management Group
New Jersey
$492