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Ameriprise Financial

1,402 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 447 increasing their positions, 509 reducing their positions, and 86 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:

1.02% more ownership

Funds ownership: 84.27%85.28% (+1%)

0% less capital invested

Capital invested by funds: $39B → $38.9B (-$145M)

12% less repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 509

Holders
1,402
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
PAM
676
Panagora Asset Management
Massachusetts
$816K
SIM
677
Stratos Investment Management
Ohio
$813K
CPIG
678
Chicago Partners Investment Group
Illinois
$813K
AA
679
Ancora Advisors
Ohio
$807K
TM
680
TigerOak Management
New Mexico
$807K
MFGM
681
Marshall Financial Group (Maryland)
Maryland
$799K
DJSG
682
D.J. St. Germain
Massachusetts
$797K
AO
683
Advisor OS
Illinois
$796K
PWM
684
Parkshore Wealth Management
California
$793K
SC
685
Searle & Co
Connecticut
$792K
FRA
686
Frank Rimerman Advisors
California
$791K
GWMR
687
GC Wealth Management RIA
Massachusetts
$787K
PCM
688
Pennsylvania Capital Management
Pennsylvania
$787K
WS
689
Wedbush Securities
California
$776K
OIMU
690
Osmosis Investment Management UK
United Kingdom
$775K
MA
691
MJP Associates
Connecticut
$773K
AWA
692
Aaron Wealth Advisors
Illinois
$758K
BP
693
Ballentine Partners
Massachusetts
$756K
ECM
694
Everence Capital Management
Indiana
$755K
GC
695
Grimes & Company
Massachusetts
$755K
MWM
696
Modern Wealth Management
Kansas
$736K
Dodge & Cox
697
Dodge & Cox
California
$736K
PA
698
Pinnacle Associates
New York
$735K
PCA
699
Pallas Capital Advisors
Massachusetts
$734K
MG
700
Mather Group
Illinois
$734K