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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
KI
726
KTF Investments
California
$689K +$667K +1,405 New
KP
727
Keel Point
Alabama
$688K +$43.7K +92 +7%
LWM
728
Lyell Wealth Management
California
$683K -$5.7K -12 -0.9%
SWP
729
Stratos Wealth Partners
Ohio
$681K -$456K -961 -41%
DO
730
denkapparat Operations
Germany
$681K +$387K +816 +143%
RIL
731
Rothschild Investment LLC
Illinois
$680K +$192K +404 +41%
VI
732
Versor Investments
New York
$677K +$323K +680 +97%
PCM
733
Pointe Capital Management
Michigan
$673K
IAS
734
Insigneo Advisory Services
Florida
$670K -$41.3K -87 -6%
SI
735
Stephens Inc
Arkansas
$670K +$949 +2 +0.1%
GVAG
736
Great Valley Advisor Group
Delaware
$669K +$2.37K +5 +0.4%
SCA
737
Strathmore Capital Advisors
North Carolina
$660K -$475 -1 -0.1%
NS
738
NBC Securities
Alabama
$658K -$36.1K -76 -5%
CFP
739
Catalyst Financial Partners
Massachusetts
$655K -$1.42K -3 -0.2%
MWM
740
Mission Wealth Management
California
$652K -$17.1K -36 -3%
T
741
TOBAM
France
$650K +$561K +1,183 +827%
PPWP
742
Premier Path Wealth Partners
New Jersey
$648K -$6.17K -13 -1%
PCMNC
743
Piedmont Capital Management (North Carolina)
North Carolina
$647K +$626K +1,320 New
RSWM
744
Robertson Stephens Wealth Management
California
$644K +$623K +1,313 New
PCIA
745
Prime Capital Investment Advisors
Kansas
$644K +$69.3K +146 +13%
MMA
746
Miracle Mile Advisors
California
$638K +$17.1K +36 +3%
WB
747
WesBanco Bank
West Virginia
$637K -$170K -359 -22%
NWM
748
Northcape Wealth Management
New York
$637K
CT
749
Coastline Trust
Rhode Island
$637K +$617K +1,300 New
SWP
750
Sagespring Wealth Partners
Tennessee
$636K +$28.9K +61 +5%