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Ameriprise Financial

1,353 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
1,353
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
DI
1326
DAGCO Inc
Ohio
$1.97K
TCB
1327
Texas Capital Bancshares
Texas
$1.97K
CMA
1328
Cedar Mountain Advisors
Oregon
$1.97K
EWP
1329
Elevation Wealth Partners
California
$1.97K
PWA
1330
Principia Wealth Advisory
Texas
$1.47K
BTD
1331
BankPlus Trust Department
Mississippi
$1.47K
NL
1332
NVWM LLC
Pennsylvania
$1.47K
QWM
1333
Quaker Wealth Management
New Jersey
$1.47K
AA
1334
Addison Advisors
Vermont
$1.47K
MHR
1335
Matthew Hamilton Rosenberg
$1.47K
IWP
1336
IAG Wealth Partners
Wisconsin
$1.38K
WOC
1337
West Oak Capital
California
$1.25K
MSWM
1338
Mowery & Schoenfeld Wealth Management
Illinois
$986
RS
1339
Rakuten Securities
Japan
$983
WA
1340
WestEnd Advisors
North Carolina
$983
GWSG
1341
GPS Wealth Strategies Group
Colorado
$983
SA
1342
Seneschal Advisors
Washington
$983
ACM
1343
Anfield Capital Management
California
$983
HC
1344
Hurley Capital
New York
$983
RWS
1345
Retirement Wealth Solutions
Wisconsin
$983
DF
1346
DecisionPoint Financial
Arizona
$974
PWMG
1347
Private Wealth Management Group
New Jersey
$492
RPA
1348
Redwood Park Advisors
California
$492
DCM
1349
Davis Capital Management
Florida
$491
EFMH
1350
E Fund Management (HK)
Hong Kong
$491