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Ameriprise Financial

1,340 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, 458 increasing their positions, 497 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-10
Holders Change %
-0.74%
% of All Funds
17.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
118
Increased
458
Reduced
497
Closed
99
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TPW
1301
Talon Private Wealth
Florida
$4.27K +$4.27K +8 New
DWM
1302
Darwin Wealth Management
Florida
$4.16K
CIAS
1303
CBIZ Investment Advisory Services
Ohio
$3.74K -$2.67K -5 -42%
NWM
1304
Nova Wealth Management
Florida
$3.35K +$3.35K +6 New
RWM
1305
RMG Wealth Management
Wisconsin
$3.25K +$3.25K +6 New
AWM
1306
Accredited Wealth Management
Kentucky
$3.2K
BHWM
1307
Bay Harbor Wealth Management
Maryland
$3.2K +$1.6K +3 +100%
WAS
1308
Winch Advisory Services
Wisconsin
$2.71K
WCM
1309
WealthTrak Capital Management
Virginia
$2.67K -$534 -1 -17%
GC
1310
Garde Capital
Washington
$2.67K
HIA
1311
HFM Investment Advisors
New Jersey
$2.67K +$1.6K +3 +150%
WOC
1312
West Oak Capital
California
$2.38K -$27 -5 -1%
BWL
1313
Bogart Wealth LLC
Virginia
$2.14K -$2.14K -4 -50%
AP
1314
Aspect Partners
Virginia
$2.14K
HWA
1315
HHM Wealth Advisors
Tennessee
$2.14K
DI
1316
DAGCO Inc
Ohio
$2.14K
CIA
1317
Cape Investment Advisory
Georgia
$2.14K
PWA
1318
Principia Wealth Advisory
Texas
$2.14K
PWM
1319
Parkworth Wealth Management
California
$2.14K +$534 +1 +33%
RS
1320
Rakuten Securities
Japan
$2.14K +$2.14K +4 New
TIM
1321
Total Investment Management
Arizona
$2.14K +$2.14K +4 New
HFS
1322
Hughes Financial Services
Virginia
$2.03K -$1.02K -2 -33%
AA
1323
Addison Advisors
Vermont
$1.6K
QWM
1324
Quaker Wealth Management
New Jersey
$1.6K +$1.6K +3 New
SC
1325
Stephens Consulting
Michigan
$1.6K +$1.6K +3 New