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Ameriprise Financial

1,424 hedge funds and large institutions have $39.2B invested in Ameriprise Financial in 2025 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 452 increasing their positions, 514 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $73.9M | Put options by funds: $31.6M

103% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 87

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

5% more funds holding

Funds holding: 1,3601,424 (+64)

1.73% more ownership

Funds ownership: 84.34%86.07% (+1.7%)

0% more capital invested

Capital invested by funds: $39B → $39.2B (+$172M)

12% less repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 514

Holders
1,424
Holders Change
+64
Holders Change %
+4.71%
% of All Funds
17.33%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
177
Increased
452
Reduced
514
Closed
87
Calls
$73.9M
Puts
$31.6M
Net Calls
+$42.4M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
326
Birch Financial Group
New Hampshire
$4.98M
KOCAA
327
Knights of Columbus Asset Advisors
Connecticut
$4.97M
BF
328
BOK Financial
Oklahoma
$4.9M -$352K -741 -7%
TWC
329
TD Waterhouse Canada
Ontario, Canada
$4.89M +$149K +315 +3%
AUB
330
Atlantic Union Bankshares
Virginia
$4.87M +$4.75K +10 +0.1%
HWM
331
Hohimer Wealth Management
Washington
$4.82M -$94.9K -200 -2%
SWA
332
SOA Wealth Advisors
New York
$4.79M -$126K -265 -3%
BWM
333
Bulltick Wealth Management
Florida
$4.77M
KAS
334
Kestra Advisory Services
Texas
$4.75M +$233K +491 +5%
A
335
AustralianSuper
Australia
$4.71M
CCM
336
Cinctive Capital Management
New York
$4.67M +$4.52M +9,522 New
AI
337
Atria Investments
North Carolina
$4.57M +$115K +242 +3%
ASN
338
Advisory Services Network
Georgia
$4.56M +$168K +353 +4%
BC
339
Burney Company
Virginia
$4.5M -$38.4K -81 -0.9%
CB
340
Cadence Bank
Mississippi
$4.46M +$35.1K +74 +0.8%
Pacer Advisors
341
Pacer Advisors
Pennsylvania
$4.41M +$666K +1,404 +18%
P
342
&Partners
Tennessee
$4.38M +$1.39M +2,939 +49%
NAMI
343
Nomura Asset Management International
Pennsylvania
$4.38M +$4.23M +8,923 New
Kayne Anderson Rudnick Investment Management
344
Kayne Anderson Rudnick Investment Management
California
$4.37M -$317K -669 -7%
Vontobel Holding
345
Vontobel Holding
Switzerland
$4.37M +$11.4K +24 +0.3%
UM
346
UniSuper Management
Australia
$4.36M -$168K -355 -4%
KCM
347
Kerusso Capital Management
North Carolina
$4.31M +$1.13M +2,373 +37%
CCIA
348
Campbell & Co Investment Adviser
Maryland
$4.26M +$1.36M +2,874 +49%
DZ Bank
349
DZ Bank
Germany
$4.19M +$835K +1,760 +26%
QCG
350
Quadrant Capital Group
Ohio
$4.14M -$191K -403 -5%