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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
SWP
726
Stratos Wealth Partners
Ohio
$681K
DO
727
denkapparat Operations
Germany
$681K
RIL
728
Rothschild Investment LLC
Illinois
$680K
VI
729
Versor Investments
New York
$677K
PCM
730
Pointe Capital Management
Michigan
$673K
IAS
731
Insigneo Advisory Services
Florida
$670K
SI
732
Stephens Inc
Arkansas
$670K
GVAG
733
Great Valley Advisor Group
Delaware
$669K
SCA
734
Strathmore Capital Advisors
North Carolina
$660K
NS
735
NBC Securities
Alabama
$658K
CFP
736
Catalyst Financial Partners
Massachusetts
$655K
MWM
737
Mission Wealth Management
California
$652K
T
738
TOBAM
France
$650K
PPWP
739
Premier Path Wealth Partners
New Jersey
$648K
PCMNC
740
Piedmont Capital Management (North Carolina)
North Carolina
$647K
RSWM
741
Robertson Stephens Wealth Management
California
$644K
PCIA
742
Prime Capital Investment Advisors
Kansas
$644K
MMA
743
Miracle Mile Advisors
California
$638K
WB
744
WesBanco Bank
West Virginia
$637K
NWM
745
Northcape Wealth Management
New York
$637K
CT
746
Coastline Trust
Rhode Island
$637K
SWP
747
Sagespring Wealth Partners
Tennessee
$636K
O
748
Ossiam
France
$635K
COCM
749
Charter Oak Capital Management
New Hampshire
$634K
IA
750
Insight Advisors
Pennsylvania
$631K