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Ameriprise Financial

1,331 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 432 increasing their positions, 474 reducing their positions, and 103 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 ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,3491,331 (-18)

9% less capital invested

Capital invested by funds: $42.9B → $38.9B (-$4.03B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,331
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
AWM
1401
Aberdeen Wealth Management
Illinois
GSWA
1402
Good Steward Wealth Advisors
Tennessee
DOA
1403
D'Orazio & Associates
Virginia
SIMG
1404
Sonora Investment Management Group
Arizona
WC
1405
Waterloo Capital
Texas
KWM
1406
Kiker Wealth Management
Georgia
IWA
1407
Icon Wealth Advisors
Texas
T
1408
Transce3nd
Texas
TSMHT
1409
Thurston Springer Miller Herd & Titak
Indiana
GWM
1410
Gitterman Wealth Management
New Jersey
TPWA
1411
Twin Peaks Wealth Advisors
California
TCM
1412
Traub Capital Management
Massachusetts
WW
1413
Winnow Wealth
Texas
OWA
1414
Opal Wealth Advisors
New York
WA
1415
Whipplewood Advisors
Colorado
NC
1416
NewSquare Capital
Pennsylvania
SO
1417
Sierra Ocean
California
AWM
1418
Atticus Wealth Management
Florida
BCMLT
1419
Beacon Capital Management LLC (Tennessee)
Tennessee
BFPW
1420
BOK Financial Private Wealth
Colorado
NMG
1421
New Millennium Group
Utah
CIAM
1422
Caitong International Asset Management
Hong Kong
DWM
1423
Dogwood Wealth Management
Kansas
RWM
1424
RMG Wealth Management
Wisconsin
NWM
1425
Nova Wealth Management
Florida