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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
QI
776
Qtron Investments
Massachusetts
$568K
SFS
777
Sowell Financial Services
Arkansas
$567K
FCM
778
Fire Capital Management
California
$564K
PTC
779
Private Trust Company
Ohio
$561K
WA
780
Waddell & Associates
Tennessee
$559K
PFBT
781
Parkside Financial Bank & Trust
Missouri
$559K
SWM
782
Spire Wealth Management
Virginia
$557K
SMA
783
Sage Mountain Advisors
Georgia
$557K
3IP
784
3Chopt Investment Partners
Virginia
$557K
FFC
785
Frederick Financial Consultants
Maryland
$553K
SAI
786
Savvy Advisors Inc
New York
$552K
NRS
787
Neville Rodie & Shaw
New York
$542K
SWM
788
Segment Wealth Management
Texas
$541K
SW
789
Simplicity Wealth
New Jersey
$540K
EGA
790
Eagle Global Advisors
Texas
$539K
PR
791
Payden & Rygel
California
$539K
OBAM
792
ODDO BHF Asset Management
France
$538K
IRP
793
Investment Research Partners
Pennsylvania
$537K
BCM
794
Becker Capital Management
Oregon
$537K
SRL
795
Scientech Research LLC
New Jersey
$533K
IBOK
796
Independence Bank of Kentucky
Kentucky
$533K
TAM
797
Trust Asset Management
Texas
$532K
AWM
798
Aries Wealth Management
Maine
$530K
MPWS
799
McCarter Private Wealth Services
Massachusetts
$530K
DCM
800
Dorato Capital Management
Colorado
$525K