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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
DWM
1326
Darwin Wealth Management
Florida
$3.85K
AP
1327
Aspect Partners
Virginia
$3.44K +$1.54K +3 +75%
BI
1328
Binnacle Investments
Iowa
$2.95K +$3.08K +6 New
AWM
1329
Accredited Wealth Management
Kentucky
$2.95K +$1.66M +3,244 +54,067%
CWP
1330
Clark Wealth Partners
Illinois
$2.94K
MAM
1331
Marquette Asset Management
Minnesota
$2.46K +$2.56K +5 New
BWL
1332
Bogart Wealth LLC
Virginia
$2.46K +$513 +1 +25%
HIA
1333
HFM Investment Advisors
New Jersey
$1.97K -$513 -1 -20%
DI
1334
DAGCO Inc
Ohio
$1.97K
CMA
1335
Cedar Mountain Advisors
Oregon
$1.97K +$2.05K +4 New
EWP
1336
Elevation Wealth Partners
California
$1.97K +$2.05K +4 New
TCB
1337
Texas Capital Bancshares
Texas
$1.97K +$2.05K +4 New
PWA
1338
Principia Wealth Advisory
Texas
$1.47K -$513 -1 -25%
AA
1339
Addison Advisors
Vermont
$1.47K
BTD
1340
BankPlus Trust Department
Mississippi
$1.47K
MHR
1341
Matthew Hamilton Rosenberg
$1.47K
NL
1342
NVWM LLC
Pennsylvania
$1.47K
QWM
1343
Quaker Wealth Management
New Jersey
$1.47K
IWP
1344
IAG Wealth Partners
Wisconsin
$1.38K
WOC
1345
West Oak Capital
California
$1.25K -$97.4K -190 -43%
MSWM
1346
Mowery & Schoenfeld Wealth Management
Illinois
$986
RS
1347
Rakuten Securities
Japan
$983 -$1.02K -2 -50%
GWSG
1348
GPS Wealth Strategies Group
Colorado
$983
WA
1349
WestEnd Advisors
North Carolina
$983
ACM
1350
Anfield Capital Management
California
$983 +$1.02K +2 New