AMP icon

Ameriprise Financial

1,354 hedge funds and large institutions have $39.6B invested in Ameriprise Financial in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 488 increasing their positions, 481 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 1,3791,354 (-25)

10% less capital invested

Capital invested by funds: $44.1B → $39.6B (-$4.47B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$65.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1326
Cape Investment Advisory
Georgia
$1.94K
DI
1327
DAGCO Inc
Ohio
$1.94K
PWA
1328
Principia Wealth Advisory
Texas
$1.89K
TWD
1329
True Wealth Design
Ohio
$1.45K
AA
1330
Addison Advisors
Vermont
$1.45K
MHR
1331
Matthew Hamilton Rosenberg
$1.45K
CAC
1332
Core Alternative Capital
Georgia
$1.45K
BTD
1333
BankPlus Trust Department
Mississippi
$1.45K
PWM
1334
Parkworth Wealth Management
California
$1.45K
SRCM
1335
Signature Resources Capital Management
California
$1.45K
WA
1336
WestEnd Advisors
North Carolina
$1.45K
BHWM
1337
Bay Harbor Wealth Management
Maryland
$1.45K
WW
1338
Winnow Wealth
Texas
$1.45K
MSWM
1339
Mowery & Schoenfeld Wealth Management
Illinois
$972
RAM
1340
Riggs Asset Management
Pennsylvania
$969
HIA
1341
HFM Investment Advisors
New Jersey
$969
ACA
1342
American Capital Advisory
Idaho
$969
RWM
1343
Ruedi Wealth Management
Illinois
$968
NL
1344
NVWM LLC
Pennsylvania
$968
PCTC
1345
Perkins Coie Trust Company
Washington
$968
GP
1346
Greenline Partners
New York
$968
BFS
1347
Bare Financial Services
Pennsylvania
$968
RJA
1348
Ross\Johnson & Associates
Minnesota
$968
Q1WB
1349
Quest 10 Wealth Builders
Virginia
$687
RPA
1350
Redwood Park Advisors
California
$485