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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 88 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

101% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 88

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

5% more funds holding

Funds holding: 1,3611,424 (+63)

1.73% more ownership

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

0% more capital invested

Capital invested by funds: $39B → $39.2B (+$171M)

12% less repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 514

Holders
1,424
Holders Change
+63
Holders Change %
+4.63%
% of All Funds
17.32%
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
88
Calls
$73.9M
Puts
$31.6M
Net Calls
+$42.4M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
476
Parallel Advisors
California
$2.08M -$29.9K -63 -1%
DIA
477
Dean Investment Associates
Ohio
$2.08M +$40.8K +86 +2%
AWM
478
AE Wealth Management
Kansas
$2.08M +$133K +280 +7%
CRC
479
Curi RMB Capital
Illinois
$2.07M +$1.23M +2,596 +161%
CL
480
Choreo LLC
Illinois
$2.06M -$278K -585 -12%
CA
481
Clearstead Advisors
Ohio
$2.06M +$242K +511 +14%
FLPIM
482
F.L. Putnam Investment Management
Massachusetts
$2.05M -$98.2K -207 -5%
FMWA
483
Forvis Mazars Wealth Advisors
Missouri
$2.04M -$59.3K -125 -3%
TI
484
Trexquant Investment
Connecticut
$2.04M -$7.62M -16,055 -79%
AWA
485
Arkadios Wealth Advisors
Georgia
$2.04M +$6.64K +14 +0.3%
BG
486
BDF Gestion
France
$2.02M -$130K -274 -6%
PIM
487
Plato Investment Management
Australia
$1.99M
YP
488
YANKCOM Partnership
South Dakota
$1.99M +$258K +544 +15%
AWM
489
Apollon Wealth Management
South Carolina
$1.98M -$150K -316 -7%
JCM
490
Jacobi Capital Management
Pennsylvania
$1.97M +$22.3K +47 +1%
PGCM
491
Prescott Group Capital Management
Oklahoma
$1.96M
CB
492
CNB Bank
Pennsylvania
$1.95M +$58.8K +124 +3%
I
493
InceptionR
California
$1.95M +$267K +563 +16%
CP
494
Covenant Partners
Tennessee
$1.95M
SW
495
SVB Wealth
Massachusetts
$1.94M -$17.6K -37 -0.9%
Jones Financial Companies
496
Jones Financial Companies
Missouri
$1.92M +$330K +695 +22%
TIAAOA
497
Teachers Insurance & Annuity Association of America
New York
$1.9M
ALMGDA
498
AG2R La Mondiale Gestion d'Actifs
France
$1.9M +$75.9K +160 +4%
FTWA
499
Fifth Third Wealth Advisors
Ohio
$1.89M -$47.9K -101 -3%
CIC
500
Chilton Investment Company
Connecticut
$1.88M