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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
CLIP
776
Colter Lewis Investment Partners
Connecticut
$583K +$564K +1,188 New
EWS
777
Evergreen Wealth Solutions
Pennsylvania
$576K +$4.27K +9 +0.8%
AFP
778
Ausdal Financial Partners
Iowa
$575K +$12.3K +26 +2%
WTC
779
WhitTier Trust Company
Nevada
$575K
IP
780
Ignite Planners
California
$571K +$35.1K +74 +7%
AMCA
781
Arthur M. Cohen & Associates
Illinois
$571K -$19K -40 -3%
QI
782
Qtron Investments
Massachusetts
$568K -$313K -660 -36%
SFS
783
Sowell Financial Services
Arkansas
$567K -$23.3K -49 -4%
FCM
784
Fire Capital Management
California
$564K
PTC
785
Private Trust Company
Ohio
$561K +$3.32K +7 +0.6%
WA
786
Waddell & Associates
Tennessee
$559K +$541K +1,141 New
PFBT
787
Parkside Financial Bank & Trust
Missouri
$559K -$21.4K -45 -4%
SWM
788
Spire Wealth Management
Virginia
$557K +$185K +390 +52%
SMA
789
Sage Mountain Advisors
Georgia
$557K -$66K -139 -11%
3IP
790
3Chopt Investment Partners
Virginia
$557K +$44.6K +94 +9%
FFC
791
Frederick Financial Consultants
Maryland
$553K -$3.32K -7 -0.6%
SAI
792
Savvy Advisors Inc
New York
$552K +$112K +235 +26%
NRS
793
Neville Rodie & Shaw
New York
$542K -$713K -1,502 -58%
SWM
794
Segment Wealth Management
Texas
$541K +$949 +2 +0.2%
SW
795
Simplicity Wealth
New Jersey
$540K -$14.7K -31 -3%
EGA
796
Eagle Global Advisors
Texas
$539K
PR
797
Payden & Rygel
California
$539K -$949K -2,000 -65%
OBAM
798
ODDO BHF Asset Management
France
$538K -$921K -1,940 -64%
IRP
799
Investment Research Partners
Pennsylvania
$537K +$167K +351 +47%
BCM
800
Becker Capital Management
Oregon
$537K +$475 +1 +0.1%