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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
WPP
1426
Whalerock Point Partners
Rhode Island
D.E. Shaw & Co
1427
D.E. Shaw & Co
New York
EGA
1428
E&G Advisors
Texas
MCM
1429
Mengis Capital Management
Oregon
AWCI
1430
Alpine Woods Capital Investors
New York
WLIM
1431
White Lighthouse Investment Management
Massachusetts
AAS
1432
Annex Advisory Services
Wisconsin
BBW
1433
Blue Barn Wealth
Utah
NA
1434
Navellier & Associates
Nevada
MIM
1435
Morningstar Investment Management
Illinois
MIC
1436
Means Investment Company
Maine
AWM
1437
Aberdeen Wealth Management
Illinois
CHP
1438
Cable Hill Partners
Oregon
CCA
1439
Cobblestone Capital Advisors
New York
AFG
1440
Allegheny Financial Group
Pennsylvania
SC
1441
Stance Capital
Massachusetts
CBT
1442
CoreFirst Bank & Trust
Kansas
LDB
1443
Lee, Danner & Bass
Tennessee
MFG
1444
Mendota Financial Group
Wisconsin
VWM
1445
Venturi Wealth Management
Texas
KI
1446
Kapitalo Investimentos
Brazil
OC
1447
Oarsman Capital
Wisconsin
PCWA
1448
Pacific Capital Wealth Advisors
California
FF
1449
Friedenthal Financial
New Jersey
WWA
1450
Wingate Wealth Advisors
Massachusetts