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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
O
751
Ossiam
France
$635K -$632K -1,331 -51%
COCM
752
Charter Oak Capital Management
New Hampshire
$634K -$17.1K -36 -3%
IA
753
Insight Advisors
Pennsylvania
$631K
MAM
754
McLean Asset Management
Virginia
$621K +$475 +1 +0.1%
NSUP
755
NLB Skladi upravljanje premozenja
$620K +$600K +1,265 New
BAM
756
Berkshire Asset Management
Pennsylvania
$618K -$24.2K -51 -4%
TCA
757
Trifecta Capital Advisors
Illinois
$618K
FAMI
758
Fideuram Asset Management (Ireland)
$618K +$559K +1,179 New
OPA
759
Old Port Advisors
Maine
$617K -$52.7K -111 -8%
CIS
760
Custom Index Systems
New York
$615K +$595K +1,254 New
GCM
761
Gallacher Capital Management
Colorado
$614K -$217K -457 -27%
ACA
762
Aptus Capital Advisors
Alabama
$611K +$74K +156 +14%
PCH
763
PGIM Custom Harvest
New Jersey
$610K -$1.42K -3 -0.2%
JSW
764
Journey Strategic Wealth
New Jersey
$606K +$134K +282 +30%
BTWM
765
Baker Tilly Wealth Management
Wisconsin
$604K +$92.5K +195 +19%
DWM
766
Drive Wealth Management
Utah
$603K +$176K +371 +43%
MC
767
Machina Capital
France
$600K -$1.48M -3,127 -72%
WSCM
768
Wellington Shields Capital Management
New York
$598K
BBA
769
BLB&B Advisors
Pennsylvania
$591K +$6.64K +14 +1%
EB
770
Eastern Bank
Massachusetts
$589K -$54.6K -115 -9%
PI
771
Pettee Investors
Connecticut
$588K
WC
772
Weil Company
California
$588K
RG
773
Rathbones Group
United Kingdom
$588K +$11.9K +25 +2%
MWM
774
Modera Wealth Management
New Jersey
$586K -$22.3K -47 -4%
FHA
775
Flagship Harbor Advisors
Massachusetts
$584K +$58.4K +123 +12%