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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
ATC
676
Argent Trust Co
Tennessee
$822K
CWP
677
Cyndeo Wealth Partners
Florida
$821K
PAM
678
Panagora Asset Management
Massachusetts
$816K
SIM
679
Stratos Investment Management
Ohio
$813K
CPIG
680
Chicago Partners Investment Group
Illinois
$813K
AA
681
Ancora Advisors
Ohio
$807K
TM
682
TigerOak Management
New Mexico
$807K
MFGM
683
Marshall Financial Group (Maryland)
Maryland
$799K
DJSG
684
D.J. St. Germain
Massachusetts
$797K
AO
685
Advisor OS
Illinois
$796K
PWM
686
Parkshore Wealth Management
California
$793K
SC
687
Searle & Co
Connecticut
$792K
FRA
688
Frank Rimerman Advisors
California
$791K
GWMR
689
GC Wealth Management RIA
Massachusetts
$787K
PCM
690
Pennsylvania Capital Management
Pennsylvania
$787K
WS
691
Wedbush Securities
California
$776K
OIMU
692
Osmosis Investment Management UK
United Kingdom
$775K
MA
693
MJP Associates
Connecticut
$773K
AWA
694
Aaron Wealth Advisors
Illinois
$758K
BP
695
Ballentine Partners
Massachusetts
$756K
ECM
696
Everence Capital Management
Indiana
$755K
GC
697
Grimes & Company
Massachusetts
$755K
MWM
698
Modern Wealth Management
Kansas
$736K
Dodge & Cox
699
Dodge & Cox
California
$736K
PA
700
Pinnacle Associates
New York
$735K