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Ameriprise Financial

1,347 hedge funds and large institutions have $42.9B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 460 increasing their positions, 500 reducing their positions, and 101 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:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

0.89% less ownership

Funds ownership: 85.49%84.61% (-0.89%)

8% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 500

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,347
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$55.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFM
1301
Vision Financial Markets
Connecticut
$4.51K
NFSG
1302
Newbridge Financial Services Group
Florida
$4.47K
OP
1303
ORG Partners
Indiana
$4.31K
DWM
1304
Dogwood Wealth Management
Kansas
$4.29K
SIC
1305
SJS Investment Consulting
Ohio
$4.27K
SRCM
1306
Signature Resources Capital Management
California
$4.27K
TPW
1307
Talon Private Wealth
Florida
$4.27K
DWM
1308
Darwin Wealth Management
Florida
$4.16K
CIAS
1309
CBIZ Investment Advisory Services
Ohio
$3.74K
NWM
1310
Nova Wealth Management
Florida
$3.35K
RWM
1311
RMG Wealth Management
Wisconsin
$3.25K
AWM
1312
Accredited Wealth Management
Kentucky
$3.2K
BHWM
1313
Bay Harbor Wealth Management
Maryland
$3.2K
WAS
1314
Winch Advisory Services
Wisconsin
$2.71K
WCM
1315
WealthTrak Capital Management
Virginia
$2.67K
GC
1316
Garde Capital
Washington
$2.67K
HIA
1317
HFM Investment Advisors
New Jersey
$2.67K
WOC
1318
West Oak Capital
California
$2.38K
BWL
1319
Bogart Wealth LLC
Virginia
$2.13K
DI
1320
DAGCO Inc
Ohio
$2.13K
CIA
1321
Cape Investment Advisory
Georgia
$2.13K
AP
1322
Aspect Partners
Virginia
$2.13K
HWA
1323
HHM Wealth Advisors
Tennessee
$2.13K
PWA
1324
Principia Wealth Advisory
Texas
$2.13K
PWM
1325
Parkworth Wealth Management
California
$2.13K