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Ameriprise Financial

1,354 hedge funds and large institutions have $39B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 436 increasing their positions, 485 reducing their positions, and 105 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 funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $43B → $39B (-$3.99B)

10% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 485

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,354
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
S
1301
Sachetta
Massachusetts
$5.4K
GGI
1302
Godsey & Gibb Inc
Virginia
$5.4K
FFA
1303
Frazier Financial Advisors
Ohio
$5.4K
JSAM
1304
J. Safra Asset Management
New York
$4.91K
WWA
1305
Wealth Watch Advisors
Colorado
$4.91K
RF
1306
Rossby Financial
Florida
$4.87K
CJ
1307
Caitlin John
Michigan
$4.7K
PA
1308
Pineridge Advisors
Missouri
$4.43K
AWM
1309
Activest Wealth Management
Florida
$4.42K
GFL
1310
Granite FO LLC
New Hampshire
$4.42K
CIAS
1311
CBIZ Investment Advisory Services
Ohio
$4.42K
VFM
1312
Vision Financial Markets
Connecticut
$4.17K
NFSG
1313
Newbridge Financial Services Group
Florida
$4.13K
TFGT
1314
TS Financial Group (TSFG)
Illinois
$4K
BFS
1315
Bare Financial Services
Pennsylvania
$3.93K
SIC
1316
SJS Investment Consulting
Ohio
$3.93K
SRCM
1317
Signature Resources Capital Management
California
$3.93K
BHWM
1318
Bay Harbor Wealth Management
Maryland
$3.93K
DWM
1319
Darwin Wealth Management
Florida
$3.85K
AP
1320
Aspect Partners
Virginia
$3.44K
BI
1321
Binnacle Investments
Iowa
$2.95K
AWM
1322
Accredited Wealth Management
Kentucky
$2.95K
CWP
1323
Clark Wealth Partners
Illinois
$2.94K
MAM
1324
Marquette Asset Management
Minnesota
$2.46K
BWL
1325
Bogart Wealth LLC
Virginia
$2.46K