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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
EW
801
Evoke Wealth
California
$525K
AFG
802
Atomi Financial Group
New York
$524K
CTC
803
Cetera Trust Company
Minnesota
$515K
EW
804
Enzi Wealth
Texas
$515K
MCM
805
McRae Capital Management
New Jersey
$508K
SA
806
Sovran Advisors
California
$506K
AP
807
Anchyra Partners
Georgia
$504K
WIC
808
Woodmont Investment Counsel
Tennessee
$503K
SAG
809
SageView Advisory Group
California
$501K
SWM
810
Sterling Wealth Management
Illinois
$501K
EPW
811
Evolve Private Wealth
California
$501K
QFA
812
Quantum Financial Advisors
California
$499K
FBFS
813
First Business Financial Services
Wisconsin
$498K
FSA
814
Fort Sheridan Advisors
Illinois
$497K
ST
815
Somerset Trust
Pennsylvania
$496K
SPF
816
South Plains Financial
Texas
$491K
FCMC
817
Founders Capital Management (Connecticut)
Connecticut
$490K
AFM
818
Armstrong Fleming & Moore
District of Columbia
$490K
EI
819
Ellevest Inc
New York
$489K
PFGIA
820
Patriot Financial Group Insurance Agency
Massachusetts
$488K
PNC
821
Park National Corp
Ohio
$488K
MCM
822
MV Capital Management
Maryland
$486K
EHC
823
Everett Harris & Co
California
$486K
RB
824
Renasant Bank
Mississippi
$483K
DCBT
825
Dakota Community Bank & Trust
North Dakota
$483K