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Ameriprise Financial

1,354 hedge funds and large institutions have $39.6B invested in Ameriprise Financial in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 488 increasing their positions, 481 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 1,3791,354 (-25)

10% less capital invested

Capital invested by funds: $44.1B → $39.6B (-$4.47B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$65.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
1401
Valtinson Bruner Financial Planning
Minnesota
PGFC
1402
Peapack-Gladstone Financial Corp
New Jersey
Walleye Trading
1403
Walleye Trading
New York
TNBTD
1404
Trustmark National Bank Trust Department
Mississippi
CFGS
1405
Concourse Financial Group Securities
Alabama
AT
1406
American Trust
Kentucky
AWA
1407
Authentikos Wealth Advisory
California
GCM
1408
Gallacher Capital Management
Colorado
FI
1409
FWG Investments
Kentucky
DS
1410
DRW Securities
Illinois
BWP
1411
Baldwin Wealth Partners
Massachusetts
AWM
1412
Avior Wealth Management
Nebraska
OP
1413
ORG Partners
Indiana
AG
1414
AlTi Global
New York
C
1415
Croban
Ohio
IF
1416
Intrua Financial
Texas
LAM
1417
Longboard Asset Management
Arizona
OFS
1418
Orrstown Financial Services
Pennsylvania
QPWM
1419
Quadrant Private Wealth Management
Pennsylvania
CIP
1420
Convergence Investment Partners
Florida
BC
1421
Bridgefront Capital
Texas
CIA
1422
Capital Investment Advisors
Georgia
TPWM
1423
Twelve Points Wealth Management
Massachusetts
AWM
1424
Aviso Wealth Management
Washington
AWA
1425
Amplius Wealth Advisors
Pennsylvania