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Ameriprise Financial

1,350 hedge funds and large institutions have $43B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 462 increasing their positions, 500 reducing their positions, and 104 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:

0.97% less ownership

Funds ownership: 85.52%84.55% (-0.97%)

8% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 500

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
GFL
1301
Granite FO LLC
New Hampshire
$4.8K
BFS
1302
Bare Financial Services
Pennsylvania
$4.8K
CIAM
1303
Caitong International Asset Management
Hong Kong
$4.8K
VFM
1304
Vision Financial Markets
Connecticut
$4.51K
NFSG
1305
Newbridge Financial Services Group
Florida
$4.47K
OP
1306
ORG Partners
Indiana
$4.31K
DWM
1307
Dogwood Wealth Management
Kansas
$4.29K
SIC
1308
SJS Investment Consulting
Ohio
$4.27K
SRCM
1309
Signature Resources Capital Management
California
$4.27K
TPW
1310
Talon Private Wealth
Florida
$4.27K
DWM
1311
Darwin Wealth Management
Florida
$4.16K
CIAS
1312
CBIZ Investment Advisory Services
Ohio
$3.74K
NWM
1313
Nova Wealth Management
Florida
$3.35K
RWM
1314
RMG Wealth Management
Wisconsin
$3.25K
AWM
1315
Accredited Wealth Management
Kentucky
$3.2K
BHWM
1316
Bay Harbor Wealth Management
Maryland
$3.2K
WAS
1317
Winch Advisory Services
Wisconsin
$2.71K
WCM
1318
WealthTrak Capital Management
Virginia
$2.67K
GC
1319
Garde Capital
Washington
$2.67K
HIA
1320
HFM Investment Advisors
New Jersey
$2.67K
WOC
1321
West Oak Capital
California
$2.38K
BWL
1322
Bogart Wealth LLC
Virginia
$2.13K
PWA
1323
Principia Wealth Advisory
Texas
$2.13K
CIA
1324
Cape Investment Advisory
Georgia
$2.13K
HWA
1325
HHM Wealth Advisors
Tennessee
$2.13K