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Ameriprise Financial

1,402 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 447 increasing their positions, 509 reducing their positions, and 86 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:

1.02% more ownership

Funds ownership: 84.27%85.28% (+1%)

0% less capital invested

Capital invested by funds: $39B → $38.9B (-$145M)

12% less repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 509

Holders
1,402
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
TCA
751
Trifecta Capital Advisors
Illinois
$618K
FAMI
752
Fideuram Asset Management (Ireland)
$618K
OPA
753
Old Port Advisors
Maine
$617K
CIS
754
Custom Index Systems
New York
$615K
GCM
755
Gallacher Capital Management
Colorado
$614K
ACA
756
Aptus Capital Advisors
Alabama
$611K
PCH
757
PGIM Custom Harvest
New Jersey
$610K
JSW
758
Journey Strategic Wealth
New Jersey
$606K
BTWM
759
Baker Tilly Wealth Management
Wisconsin
$604K
DWM
760
Drive Wealth Management
Utah
$603K
MC
761
Machina Capital
France
$600K
WSCM
762
Wellington Shields Capital Management
New York
$598K
BBA
763
BLB&B Advisors
Pennsylvania
$591K
EB
764
Eastern Bank
Massachusetts
$589K
WC
765
Weil Company
California
$588K
PI
766
Pettee Investors
Connecticut
$588K
RG
767
Rathbones Group
United Kingdom
$588K
MWM
768
Modera Wealth Management
New Jersey
$586K
FHA
769
Flagship Harbor Advisors
Massachusetts
$584K
CLIP
770
Colter Lewis Investment Partners
Connecticut
$583K
EWS
771
Evergreen Wealth Solutions
Pennsylvania
$576K
AFP
772
Ausdal Financial Partners
Iowa
$575K
WTC
773
WhitTier Trust Company
Nevada
$575K
IP
774
Ignite Planners
California
$571K
AMCA
775
Arthur M. Cohen & Associates
Illinois
$571K