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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
EWM
651
Empirical Wealth Management
Washington
$929K +$349K +736 +64%
QC
652
Quent Capital
New York
$926K +$15.7K +33 +2%
QLSGSCF
653
Quent Long Short Global Small Cap Fund
New York
$926K +$896K +1,888 New
MGIA
654
Moneta Group Investment Advisors
Missouri
$924K +$28.5K +60 +3%
PP
655
Prudential plc
United Kingdom
$919K
MR
656
Munich Reinsurance
$918K -$8.47M -17,844 -91%
ECM
657
Evergreen Capital Management
Washington
$915K -$46K -97 -5%
DCM
658
Dean Capital Management
Kansas
$912K +$27.5K +58 +3%
JF
659
Jump Financial
Illinois
$910K -$495K -1,043 -36%
FBT
660
First Bank & Trust
South Dakota
$909K +$548K +1,155 +165%
LT
661
Legacy Trust
Michigan
$907K
SL
662
Sentinus LLC
Illinois
$906K +$877K +1,848 New
NG
663
Norden Group
Utah
$901K +$118K +248 +16%
EWA
664
EverSource Wealth Advisors
Alabama
$898K +$231K +486 +36%
VST
665
Van Strum & Towne
California
$878K
GS
666
GTS Securities
New York
$877K +$539K +1,136 +174%
HCMG
667
Howard Capital Management Group
California
$876K
FCBT
668
First Citizens Bank & Trust
North Carolina
$864K -$12.3K -26 -1%
CSP
669
Cary Street Partners
Virginia
$848K +$43.2K +91 +6%
ST
670
Smithfield Trust
Pennsylvania
$841K
CAG
671
Crestwood Advisors Group
Massachusetts
$839K +$617K +1,301 +317%
MW
672
Marble Wealth
Alabama
$837K +$810K +1,707 New
HP
673
Havemeyer Place
Connecticut
$836K +$809K +1,705 New
DAS
674
Diversify Advisory Services
Utah
$835K +$105K +222 +16%
GIA
675
Gladstone Institutional Advisory
Florida
$834K +$37.5K +79 +5%