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Ameriprise Financial

1,350 hedge funds and large institutions have $43B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 462 increasing their positions, 500 reducing their positions, and 104 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:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

0.97% less ownership

Funds ownership: 85.52%84.55% (-0.97%)

8% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 500

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$55.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
1426
Wayfinding Financial
Washington
GFPC
1427
Global Financial Private Client
Florida
HCP
1428
Hexagon Capital Partners
Arkansas
LWANC
1429
Laurel Wealth Advisors (North Carolina)
North Carolina
WT
1430
Washington Trust
Rhode Island
WPA
1431
West Paces Advisors
Georgia
BAM
1432
Byrne Asset Management
New Jersey
TCM
1433
TruNorth Capital Management
Michigan
FCMT
1434
Founders Capital Management (Texas)
Texas
CA
1435
Continuum Advisory
Idaho
SCB
1436
Saudi Central Bank
Saudi Arabia
MC
1437
Montag & Caldwell
Georgia
CWC
1438
Carolinas Wealth Consulting
North Carolina
NRG
1439
Nemes Rush Group
Michigan
SIM
1440
Synergy Investment Management
Florida
CHC
1441
City Holding Co
West Virginia
FAM
1442
Flaharty Asset Management
Florida
AF
1443
Atala Financial
California
LWCFA
1444
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
LWMI
1445
Legacy Wealth Management (Idaho)
Idaho
SFG
1446
Stonebridge Financial Group
Pennsylvania
HBW
1447
Hazlett, Burt & Watson
West Virginia
USB
1448
Union Savings Bank
Connecticut
RJA
1449
Ross\Johnson & Associates
Minnesota
RWM
1450
Ruedi Wealth Management
Illinois