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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
MWM
701
Modern Wealth Management
Kansas
$736K +$248K +522 +53%
Dodge & Cox
702
Dodge & Cox
California
$736K
PA
703
Pinnacle Associates
New York
$735K +$87.8K +185 +14%
PCA
704
Pallas Capital Advisors
Massachusetts
$734K +$321K +676 +82%
MG
705
Mather Group
Illinois
$734K -$110K -232 -13%
RBI
706
Raiffeisen Bank International
Austria
$733K -$24.7K -52 -3%
AT
707
Adelphi Trust
Florida
$732K +$708K +1,493 New
PI
708
PFG Investments
New York
$729K +$9.96K +21 +1%
HW
709
Hancock Whitney
Mississippi
$729K -$2.85K -6 -0.4%
BRWA
710
B. Riley Wealth Advisors
Florida
$725K -$36.5K -77 -5%
CIA
711
Caerus Investment Advisors
Texas
$723K +$699K +1,474 New
LCGC
712
Legacy Capital Group California
California
$722K -$67.4K -142 -9%
RFA
713
ROI Financial Advisors
Oregon
$722K +$3.8K +8 +0.5%
TE
714
Tema ETFs
New York
$721K -$1.9K -4 -0.3%
WAM
715
WealthTrust Asset Management
Florida
$719K -$11.9K -25 -2%
FFM
716
Forum Financial Management
Illinois
$718K +$10.4K +22 +2%
EW
717
Elyxium Wealth
California
$713K -$1.42K -3 -0.2%
AWM
718
Accel Wealth Management
Iowa
$707K -$4.27K -9 -0.6%
IAN
719
Integrated Advisors Network
Texas
$706K -$12.8K -27 -2%
AA
720
Armis Advisers
Georgia
$705K +$35.6K +75 +5%
NICM
721
Neo Ivy Capital Management
New York
$696K +$674K +1,420 New
PPW
722
Parcion Private Wealth
Washington
$693K +$360K +759 +116%
ORI
723
Oak Ridge Investments
Illinois
$692K -$38K -80 -5%
IA
724
IFP Advisors
Florida
$692K +$58.4K +123 +10%
CA
725
Crewe Advisors
Utah
$691K