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Ameriprise Financial

1,361 hedge funds and large institutions have $39B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 439 increasing their positions, 486 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $114M | Put options by funds: $61M

17% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 106

0% more funds holding

Funds holding: 1,3611,361 (0)

0.35% less ownership

Funds ownership: 84.7%84.34% (-0.35%)

10% less repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 486

9% less capital invested

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

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,361
Holders Change
Holders Change %
0%
% of All Funds
17.86%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
124
Increased
439
Reduced
486
Closed
106
Calls
$114M
Puts
$61M
Net Calls
+$52.8M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
1301
Brown, Lisle/Cummings
Rhode Island
$6.39K
OP
1302
ORG Partners
Indiana
$6.39K +$2.56K +5 +63%
HWP
1303
Highline Wealth Partners
California
$5.93K
FG
1304
Fairman Group
Pennsylvania
$5.89K
CC
1305
Corsicana & Co
Texas
$5.89K +$6.15K +12 New
MAM
1306
MMA Asset Management
Pennsylvania
$5.89K +$6.15K +12 New
TC
1307
Truvestments Capital
Florida
$5.89K +$6.15K +12 New
S
1308
Sachetta
Massachusetts
$5.4K -$3.59K -7 -39%
FFA
1309
Frazier Financial Advisors
Ohio
$5.4K
GGI
1310
Godsey & Gibb Inc
Virginia
$5.4K
JSAM
1311
J. Safra Asset Management
New York
$4.91K +$5.13K +10 New
WWA
1312
Wealth Watch Advisors
Colorado
$4.91K +$5.13K +10 New
RF
1313
Rossby Financial
Florida
$4.87K
CJ
1314
Caitlin John
Michigan
$4.7K +$5.13K +10 New
PA
1315
Pineridge Advisors
Missouri
$4.43K +$4.61K +9 New
AWM
1316
Activest Wealth Management
Florida
$4.42K -$1.02K -2 -18%
GFL
1317
Granite FO LLC
New Hampshire
$4.42K
CIAS
1318
CBIZ Investment Advisory Services
Ohio
$4.42K +$1.02K +2 +29%
VFM
1319
Vision Financial Markets
Connecticut
$4.17K
NFSG
1320
Newbridge Financial Services Group
Florida
$4.13K
TFGT
1321
TS Financial Group (TSFG)
Illinois
$4K +$4.1K +8 New
BFS
1322
Bare Financial Services
Pennsylvania
$3.93K -$513 -1 -11%
SRCM
1323
Signature Resources Capital Management
California
$3.93K
SIC
1324
SJS Investment Consulting
Ohio
$3.93K
BHWM
1325
Bay Harbor Wealth Management
Maryland
$3.93K +$1.02K +2 +33%