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Ameriprise Financial

1,344 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 433 increasing their positions, 482 reducing their positions, and 107 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 funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $43B → $38.9B (-$4.06B)

10% less repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 482

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,344
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
FG
1401
Foster Group
Iowa
RIG
1402
RiverFront Investment Group
Virginia
BIG
1403
Brookwood Investment Group
Arizona
EGA
1404
E&G Advisors
Texas
MCM
1405
Mengis Capital Management
Oregon
MIM
1406
Morningstar Investment Management
Illinois
MC
1407
Moors & Cabot
Massachusetts
FIA
1408
Foundations Investment Advisors
Arizona
CIC
1409
Crawford Investment Counsel
Georgia
MSWM
1410
McGlone Suttner Wealth Management
Wisconsin
MIC
1411
Means Investment Company
Maine
WA1
1412
Wimmer Associates 1
California
CCA
1413
Cobblestone Capital Advisors
New York
WLIM
1414
White Lighthouse Investment Management
Massachusetts
GSWA
1415
Good Steward Wealth Advisors
Tennessee
AWM
1416
Aberdeen Wealth Management
Illinois
DOA
1417
D'Orazio & Associates
Virginia
SIMG
1418
Sonora Investment Management Group
Arizona
WC
1419
Waterloo Capital
Texas
KWM
1420
Kiker Wealth Management
Georgia
IWA
1421
Icon Wealth Advisors
Texas
T
1422
Transce3nd
Texas
TSMHT
1423
Thurston Springer Miller Herd & Titak
Indiana
GWM
1424
Gitterman Wealth Management
New Jersey
TPWA
1425
Twin Peaks Wealth Advisors
California