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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
WTC
776
WhitTier Trust Company
Nevada
$575K
IP
777
Ignite Planners
California
$571K
AMCA
778
Arthur M. Cohen & Associates
Illinois
$571K
QI
779
Qtron Investments
Massachusetts
$568K
SFS
780
Sowell Financial Services
Arkansas
$567K
FCM
781
Fire Capital Management
California
$564K
PTC
782
Private Trust Company
Ohio
$561K
WA
783
Waddell & Associates
Tennessee
$559K
PFBT
784
Parkside Financial Bank & Trust
Missouri
$559K
SWM
785
Spire Wealth Management
Virginia
$557K
SMA
786
Sage Mountain Advisors
Georgia
$557K
3IP
787
3Chopt Investment Partners
Virginia
$557K
FFC
788
Frederick Financial Consultants
Maryland
$553K
SAI
789
Savvy Advisors Inc
New York
$552K
NRS
790
Neville Rodie & Shaw
New York
$542K
SWM
791
Segment Wealth Management
Texas
$541K
SW
792
Simplicity Wealth
New Jersey
$540K
EGA
793
Eagle Global Advisors
Texas
$539K
PR
794
Payden & Rygel
California
$539K
OBAM
795
ODDO BHF Asset Management
France
$538K
IRP
796
Investment Research Partners
Pennsylvania
$537K
BCM
797
Becker Capital Management
Oregon
$537K
SRL
798
Scientech Research LLC
New Jersey
$533K
IBOK
799
Independence Bank of Kentucky
Kentucky
$533K
TAM
800
Trust Asset Management
Texas
$532K