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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
DI
1326
DAGCO Inc
Ohio
$2.13K
AP
1327
Aspect Partners
Virginia
$2.13K
PWM
1328
Parkworth Wealth Management
California
$2.13K
RS
1329
Rakuten Securities
Japan
$2.13K
TIM
1330
Total Investment Management
Arizona
$2.13K
HFS
1331
Hughes Financial Services
Virginia
$2.03K
AA
1332
Addison Advisors
Vermont
$1.6K
QWM
1333
Quaker Wealth Management
New Jersey
$1.6K
SC
1334
Stephens Consulting
Michigan
$1.6K
MHR
1335
Matthew Hamilton Rosenberg
$1.6K
BTD
1336
BankPlus Trust Department
Mississippi
$1.6K
NL
1337
NVWM LLC
Pennsylvania
$1.6K
IWP
1338
IAG Wealth Partners
Wisconsin
$1.49K
DF
1339
DecisionPoint Financial
Arizona
$1.08K
MSWM
1340
Mowery & Schoenfeld Wealth Management
Illinois
$1.07K
RAM
1341
Riggs Asset Management
Pennsylvania
$1.07K
WA
1342
WestEnd Advisors
North Carolina
$1.07K
GWSG
1343
GPS Wealth Strategies Group
Colorado
$1.07K
Q1WB
1344
Quest 10 Wealth Builders
Virginia
$758
ACA
1345
American Capital Advisory
Idaho
$534
RPA
1346
Redwood Park Advisors
California
$534
PWMG
1347
Private Wealth Management Group
New Jersey
$534
LFA
1348
LGT Financial Advisors
Texas
$534
YDMI
1349
Y.D. More Investments
Israel
$139
AM
1350
AGF Management
Ontario, Canada