AMP icon

Ameriprise Financial

1,408 hedge funds and large institutions have $39.2B invested in Ameriprise Financial in 2025 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 450 increasing their positions, 511 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.69% more ownership

Funds ownership: 84.27%85.96% (+1.7%)

0% more capital invested

Capital invested by funds: $39B → $39.2B (+$162M)

12% less repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 511

Holders
1,408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$73.9M
Puts
$31.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
651
Moneta Group Investment Advisors
Missouri
$924K
PP
652
Prudential plc
United Kingdom
$919K
MR
653
Munich Reinsurance
$918K
ECM
654
Evergreen Capital Management
Washington
$915K
DCM
655
Dean Capital Management
Kansas
$912K
JF
656
Jump Financial
Illinois
$910K
FBT
657
First Bank & Trust
South Dakota
$909K
LT
658
Legacy Trust
Michigan
$907K
SL
659
Sentinus LLC
Illinois
$906K
NG
660
Norden Group
Utah
$901K
EWA
661
EverSource Wealth Advisors
Alabama
$898K
VST
662
Van Strum & Towne
California
$878K
GS
663
GTS Securities
New York
$877K
HCMG
664
Howard Capital Management Group
California
$876K
FCBT
665
First Citizens Bank & Trust
North Carolina
$864K
CSP
666
Cary Street Partners
Virginia
$848K
ST
667
Smithfield Trust
Pennsylvania
$841K
CAG
668
Crestwood Advisors Group
Massachusetts
$839K
MW
669
Marble Wealth
Alabama
$837K
HP
670
Havemeyer Place
Connecticut
$836K
DAS
671
Diversify Advisory Services
Utah
$835K
GIA
672
Gladstone Institutional Advisory
Florida
$834K
WIS
673
Wright Investors Service
Connecticut
$829K
BAM
674
Belpointe Asset Management
Nevada
$828K
ST
675
Spinnaker Trust
Maine
$826K