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Ameriprise Financial

1,353 hedge funds and large institutions have $39B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 436 increasing their positions, 485 reducing their positions, and 105 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 funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $43B → $39B (-$3.99B)

10% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 485

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,353
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
WC
1426
Waterloo Capital
Texas
KWM
1427
Kiker Wealth Management
Georgia
IWA
1428
Icon Wealth Advisors
Texas
T
1429
Transce3nd
Texas
TSMHT
1430
Thurston Springer Miller Herd & Titak
Indiana
GWM
1431
Gitterman Wealth Management
New Jersey
TPWA
1432
Twin Peaks Wealth Advisors
California
TCM
1433
Traub Capital Management
Massachusetts
WW
1434
Winnow Wealth
Texas
OWA
1435
Opal Wealth Advisors
New York
WA
1436
Whipplewood Advisors
Colorado
NC
1437
NewSquare Capital
Pennsylvania
SO
1438
Sierra Ocean
California
AWM
1439
Atticus Wealth Management
Florida
BCMLT
1440
Beacon Capital Management LLC (Tennessee)
Tennessee
CAIM
1441
Catherine Avery Investment Management
Florida
NMG
1442
New Millennium Group
Utah
BFPW
1443
BOK Financial Private Wealth
Colorado
CIAM
1444
Caitong International Asset Management
Hong Kong
DWM
1445
Dogwood Wealth Management
Kansas
NWM
1446
Nova Wealth Management
Florida
RWM
1447
RMG Wealth Management
Wisconsin
WCM
1448
WealthTrak Capital Management
Virginia
GC
1449
Garde Capital
Washington
WAS
1450
Winch Advisory Services
Wisconsin