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Ameriprise Financial

1,354 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
1,354
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
HIA
1326
HFM Investment Advisors
New Jersey
$1.97K
DI
1327
DAGCO Inc
Ohio
$1.97K
TCB
1328
Texas Capital Bancshares
Texas
$1.97K
CMA
1329
Cedar Mountain Advisors
Oregon
$1.97K
EWP
1330
Elevation Wealth Partners
California
$1.97K
PWA
1331
Principia Wealth Advisory
Texas
$1.47K
MHR
1332
Matthew Hamilton Rosenberg
$1.47K
NL
1333
NVWM LLC
Pennsylvania
$1.47K
AA
1334
Addison Advisors
Vermont
$1.47K
BTD
1335
BankPlus Trust Department
Mississippi
$1.47K
QWM
1336
Quaker Wealth Management
New Jersey
$1.47K
IWP
1337
IAG Wealth Partners
Wisconsin
$1.38K
WOC
1338
West Oak Capital
California
$1.25K
MSWM
1339
Mowery & Schoenfeld Wealth Management
Illinois
$986
RS
1340
Rakuten Securities
Japan
$983
GWSG
1341
GPS Wealth Strategies Group
Colorado
$983
WA
1342
WestEnd Advisors
North Carolina
$983
RWS
1343
Retirement Wealth Solutions
Wisconsin
$983
ACM
1344
Anfield Capital Management
California
$983
HC
1345
Hurley Capital
New York
$983
SA
1346
Seneschal Advisors
Washington
$983
DF
1347
DecisionPoint Financial
Arizona
$974
PWMG
1348
Private Wealth Management Group
New Jersey
$492
RPA
1349
Redwood Park Advisors
California
$492
DCM
1350
Davis Capital Management
Florida
$491