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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
FCFC
626
First Commonwealth Financial Corp
Pennsylvania
$1.03M +$44.1K +93 +5%
FCG
627
Fielder Capital Group
Tennessee
$1.02M +$20.4K +43 +2%
HI
628
Horizon Investments
North Carolina
$1.01M -$76.4K -161 -7%
GAM
629
Guinness Asset Management
United Kingdom
$1.01M +$210K +443 +28%
SCM
630
SKBA Capital Management
California
$1M -$92.5K -195 -9%
HCA
631
Harbor Capital Advisors
Illinois
$998K -$1.42K -3 -0.1%
BEI
632
Benjamin Edwards Inc
Missouri
$996K +$567K +1,195 +143%
AWA
633
Adapt Wealth Advisors
Georgia
$994K -$8.07K -17 -0.8%
GAM
634
Gotham Asset Management
New York
$994K +$34.2K +72 +4%
RRA
635
Round Rock Advisors
Connecticut
$992K +$1.42K +3 +0.1%
AssetMark Inc
636
AssetMark Inc
California
$991K -$91.6K -193 -9%
FPCP
637
Fort Point Capital Partners
California
$990K +$165K +348 +22%
MCM
638
Manchester Capital Management
Vermont
$989K -$85.9K -181 -8%
TCA
639
Transcend Capital Advisors
New Jersey
$984K +$201K +424 +27%
NG
640
Novem Group
New York
$981K +$949K +2,000 New
PCS
641
Personal CFO Solutions
New Jersey
$976K -$23.3K -49 -2%
RA
642
RFG Advisory
Alabama
$975K -$34.6K -73 -4%
VFA
643
Valeo Financial Advisors
Indiana
$972K -$2.37K -5 -0.3%
SCTC
644
Sanibel Captiva Trust Company
Florida
$970K -$110K -232 -10%
RWM
645
Ritholtz Wealth Management
New York
$969K +$59.8K +126 +7%
DS
646
DRW Securities
Illinois
$965K -$2.09M -4,408 -69%
UAML
647
US Asset Management LLC
Pennsylvania
$951K -$7.12K -15 -0.8%
LFG
648
Larson Financial Group
Missouri
$948K +$17.1K +36 +2%
CCM
649
Campbell Capital Management
Florida
$947K +$917K +1,932 New
WC
650
Westerkirk Capital
$932K -$298K -628 -25%