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Ameriprise Financial

1,344 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 433 increasing their positions, 482 reducing their positions, and 107 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 ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $43B → $38.9B (-$4.06B)

10% less repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 482

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,344
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
AWM
1301
Activest Wealth Management
Florida
$4.42K
GFL
1302
Granite FO LLC
New Hampshire
$4.42K
CIAS
1303
CBIZ Investment Advisory Services
Ohio
$4.42K
VFM
1304
Vision Financial Markets
Connecticut
$4.17K
NFSG
1305
Newbridge Financial Services Group
Florida
$4.13K
TFGT
1306
TS Financial Group (TSFG)
Illinois
$4K
BFS
1307
Bare Financial Services
Pennsylvania
$3.93K
SIC
1308
SJS Investment Consulting
Ohio
$3.93K
SRCM
1309
Signature Resources Capital Management
California
$3.93K
BHWM
1310
Bay Harbor Wealth Management
Maryland
$3.93K
DWM
1311
Darwin Wealth Management
Florida
$3.85K
AP
1312
Aspect Partners
Virginia
$3.44K
BI
1313
Binnacle Investments
Iowa
$2.95K
AWM
1314
Accredited Wealth Management
Kentucky
$2.95K
MAM
1315
Marquette Asset Management
Minnesota
$2.46K
BWL
1316
Bogart Wealth LLC
Virginia
$2.46K
HIA
1317
HFM Investment Advisors
New Jersey
$1.97K
DI
1318
DAGCO Inc
Ohio
$1.97K
CMA
1319
Cedar Mountain Advisors
Oregon
$1.97K
EWP
1320
Elevation Wealth Partners
California
$1.97K
TCB
1321
Texas Capital Bancshares
Texas
$1.97K
MHR
1322
Matthew Hamilton Rosenberg
$1.47K
QWM
1323
Quaker Wealth Management
New Jersey
$1.47K
NL
1324
NVWM LLC
Pennsylvania
$1.47K
AA
1325
Addison Advisors
Vermont
$1.47K