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Ameriprise Financial

1,361 hedge funds and large institutions have $39B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 439 increasing their positions, 486 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $114M | Put options by funds: $61M

17% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 106

0% more funds holding

Funds holding: 1,3611,361 (0)

0.35% less ownership

Funds ownership: 84.7%84.34% (-0.35%)

10% less repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 486

9% less capital invested

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

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,361
Holders Change
Holders Change %
0%
% of All Funds
17.86%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
124
Increased
439
Reduced
486
Closed
106
Calls
$114M
Puts
$61M
Net Calls
+$52.8M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1426
McGlone Suttner Wealth Management
Wisconsin
-$209K -392 Closed
MIC
1427
Means Investment Company
Maine
-$209K -391 Closed
CCA
1428
Cobblestone Capital Advisors
New York
-$208K -390 Closed
WA1
1429
Wimmer Associates 1
California
-$208K -390 Closed
WLIM
1430
White Lighthouse Investment Management
Massachusetts
-$207K -388 Closed
AWM
1431
Aberdeen Wealth Management
Illinois
-$206K -386 Closed
GSWA
1432
Good Steward Wealth Advisors
Tennessee
-$206K -386 Closed
DOA
1433
D'Orazio & Associates
Virginia
-$204K -382 Closed
SIMG
1434
Sonora Investment Management Group
Arizona
-$203K -380 Closed
WC
1435
Waterloo Capital
Texas
-$201K -377 Closed
KWM
1436
Kiker Wealth Management
Georgia
-$189K -355 Closed
IWA
1437
Icon Wealth Advisors
Texas
-$139K -261 Closed
T
1438
Transce3nd
Texas
-$135K -252 Closed
TSMHT
1439
Thurston Springer Miller Herd & Titak
Indiana
-$109K -205 Closed
GWM
1440
Gitterman Wealth Management
New Jersey
-$85.4K -160 Closed
TPWA
1441
Twin Peaks Wealth Advisors
California
-$65.1K -126 Closed
TCM
1442
Traub Capital Management
Massachusetts
-$56K -105 Closed
WW
1443
Winnow Wealth
Texas
-$32K -60 Closed
OWA
1444
Opal Wealth Advisors
New York
-$29.9K -56 Closed
WA
1445
Whipplewood Advisors
Colorado
-$28.3K -53 Closed
NC
1446
NewSquare Capital
Pennsylvania
-$26.7K -50 Closed
SO
1447
Sierra Ocean
California
-$22.5K -42 Closed
AWM
1448
Atticus Wealth Management
Florida
-$17.6K -33 Closed
BCMLT
1449
Beacon Capital Management LLC (Tennessee)
Tennessee
-$11.2K -21 Closed
CAIM
1450
Catherine Avery Investment Management
Florida
-$7.47K -14 Closed