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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
WIS
676
Wright Investors Service
Connecticut
$829K -$193K -406 -19%
BAM
677
Belpointe Asset Management
Nevada
$828K +$103K +217 +15%
ST
678
Spinnaker Trust
Maine
$826K
ATC
679
Argent Trust Co
Tennessee
$822K -$6.17K -13 -0.8%
CWP
680
Cyndeo Wealth Partners
Florida
$821K -$2.92M -6,143 -79%
PAM
681
Panagora Asset Management
Massachusetts
$816K +$202K +426 +34%
SIM
682
Stratos Investment Management
Ohio
$813K +$59.8K +126 +8%
CPIG
683
Chicago Partners Investment Group
Illinois
$813K +$498K +1,049 +178%
AA
684
Ancora Advisors
Ohio
$807K +$14.7K +31 +2%
TM
685
TigerOak Management
New Mexico
$807K
MFGM
686
Marshall Financial Group (Maryland)
Maryland
$799K +$774K +1,630 New
DJSG
687
D.J. St. Germain
Massachusetts
$797K -$14.2K -30 -2%
AO
688
Advisor OS
Illinois
$796K +$141K +298 +22%
PWM
689
Parkshore Wealth Management
California
$793K +$2.85K +6 +0.4%
SC
690
Searle & Co
Connecticut
$792K
FRA
691
Frank Rimerman Advisors
California
$791K -$9.02K -19 -1%
GWMR
692
GC Wealth Management RIA
Massachusetts
$787K -$558K -1,176 -42%
PCM
693
Pennsylvania Capital Management
Pennsylvania
$787K
WS
694
Wedbush Securities
California
$776K +$84K +177 +13%
OIMU
695
Osmosis Investment Management UK
United Kingdom
$775K +$750K +1,581 New
MA
696
MJP Associates
Connecticut
$773K +$136K +286 +22%
AWA
697
Aaron Wealth Advisors
Illinois
$758K +$170K +358 +30%
BP
698
Ballentine Partners
Massachusetts
$756K -$54.6K -115 -7%
ECM
699
Everence Capital Management
Indiana
$755K
GC
700
Grimes & Company
Massachusetts
$755K +$6.64K +14 +0.9%