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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
BLC
1301
Brown, Lisle/Cummings
Rhode Island
$6.29K
ACA
1302
Atlas Capital Advisors
Wyoming
$5.81K
SFG
1303
Stonebridge Financial Group
Pennsylvania
$5.81K
CIAS
1304
CBIZ Investment Advisory Services
Ohio
$5.81K
NFSG
1305
Newbridge Financial Services Group
Florida
$5.5K
FFA
1306
Frazier Financial Advisors
Ohio
$5.33K
GGI
1307
Godsey & Gibb Inc
Virginia
$5.33K
GFL
1308
Granite FO LLC
New Hampshire
$4.36K
DWM
1309
Darwin Wealth Management
Florida
$4.13K
VFM
1310
Vision Financial Markets
Connecticut
$4.08K
HBW
1311
Hazlett, Burt & Watson
West Virginia
$4K
NWMP
1312
Noble Wealth Management PBC
Colorado
$3.87K
BWL
1313
Bogart Wealth LLC
Virginia
$3.87K
DWM
1314
Dogwood Wealth Management
Kansas
$3.39K
USB
1315
Union Savings Bank
Connecticut
$3.39K
HFS
1316
Hughes Financial Services
Virginia
$2.93K
WCM
1317
WealthTrak Capital Management
Virginia
$2.9K
AWM
1318
Accredited Wealth Management
Kentucky
$2.9K
WAS
1319
Winch Advisory Services
Wisconsin
$2.45K
GC
1320
Garde Capital
Washington
$2.42K
AWM
1321
Activest Wealth Management
Florida
$2.42K
WOC
1322
West Oak Capital
California
$2.18K
MFA
1323
McClarren Financial Advisors
Pennsylvania
$2K
HWA
1324
HHM Wealth Advisors
Tennessee
$1.94K
AP
1325
Aspect Partners
Virginia
$1.94K