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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
TCM
1426
Traub Capital Management
Massachusetts
WW
1427
Winnow Wealth
Texas
OWA
1428
Opal Wealth Advisors
New York
WA
1429
Whipplewood Advisors
Colorado
NC
1430
NewSquare Capital
Pennsylvania
SO
1431
Sierra Ocean
California
AWM
1432
Atticus Wealth Management
Florida
BCMLT
1433
Beacon Capital Management LLC (Tennessee)
Tennessee
CAIM
1434
Catherine Avery Investment Management
Florida
BFPW
1435
BOK Financial Private Wealth
Colorado
NMG
1436
New Millennium Group
Utah
CIAM
1437
Caitong International Asset Management
Hong Kong
DWM
1438
Dogwood Wealth Management
Kansas
RWM
1439
RMG Wealth Management
Wisconsin
NWM
1440
Nova Wealth Management
Florida
WAS
1441
Winch Advisory Services
Wisconsin
GC
1442
Garde Capital
Washington
WCM
1443
WealthTrak Capital Management
Virginia
TIM
1444
Total Investment Management
Arizona
HWA
1445
HHM Wealth Advisors
Tennessee
CIA
1446
Cape Investment Advisory
Georgia
SC
1447
Stephens Consulting
Michigan
RAM
1448
Riggs Asset Management
Pennsylvania
LFA
1449
LGT Financial Advisors
Texas
ACA
1450
American Capital Advisory
Idaho