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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
MSU
401
Mizuho Securities USA
New York
$3.08M -$47.9K -101 -1%
HWM
402
HB Wealth Management
Georgia
$3.07M +$370K +780 +14%
VA
403
Vident Advisory
Georgia
$3.07M -$268K -565 -8%
OAM
404
Oppenheimer Asset Management
New York
$3.06M -$479K -1,010 -14%
BO
405
Bank OZK
Arkansas
$3.05M +$21.8K +46 +0.7%
VAS
406
Vestmark Advisory Solutions
Massachusetts
$2.96M +$1.81M +3,824 +172%
SM
407
Sciencast Management
New Jersey
$2.95M -$1.37M -2,897 -33%
TPCW
408
TD Private Client Wealth
New York
$2.94M -$287K -604 -9%
ACP
409
Aviance Capital Partners
Florida
$2.94M
KRS
410
Kentucky Retirement Systems
Kentucky
$2.94M
BL
411
BFSG LLC
California
$2.94M +$67.4K +142 +2%
AIC
412
Aurora Investment Counsel
Georgia
$2.91M +$16.6K +35 +0.6%
NFG
413
Nations Financial Group
Iowa
$2.87M +$39.4K +83 +1%
NB
414
Norinchukin Bank
Japan
$2.86M +$150K +317 +6%
TI
415
Tidal Investments
Wisconsin
$2.85M -$819K -1,725 -23%
HH
416
Hilltop Holdings
Texas
$2.83M -$307K -647 -10%
SC
417
Savant Capital
Illinois
$2.82M -$30.8K -65 -1%
BS
418
Banco Santander
Spain
$2.77M +$201K +424 +8%
IAA
419
Independent Advisor Alliance
North Carolina
$2.76M -$53.6K -113 -2%
MYIA
420
Mount Yale Investment Advisors
Colorado
$2.75M +$1.6M +3,370 +150%
BWP
421
BlueStem Wealth Partners
Minnesota
$2.74M -$25.2K -53 -0.9%
ZF
422
Zhang Financial
Michigan
$2.7M +$406K +855 +18%
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$2.7M -$21.4K -45 -0.8%
CT
424
Caldwell Trust
Florida
$2.65M +$560K +1,180 +28%
HIMCH
425
Hartford Investment Management Co (HIMCO)
Connecticut
$2.63M -$82.6K -174 -3%