We are live on ! Find out more
AMP icon

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
SRL
801
Scientech Research LLC
New Jersey
$533K -$446K -940 -46%
IBOK
802
Independence Bank of Kentucky
Kentucky
$533K +$2.85K +6 +0.6%
TAM
803
Trust Asset Management
Texas
$532K -$19.9K -42 -4%
AWM
804
Aries Wealth Management
Maine
$530K
MPWS
805
McCarter Private Wealth Services
Massachusetts
$530K -$31.8K -67 -6%
DCM
806
Dorato Capital Management
Colorado
$525K +$491K +1,035 New
EW
807
Evoke Wealth
California
$525K +$182K +384 +56%
AFG
808
Atomi Financial Group
New York
$524K -$158K -333 -24%
BFG
809
Beacon Financial Group
Texas
$522K -$6.64K -14 -1%
CTC
810
Cetera Trust Company
Minnesota
$515K
EW
811
Enzi Wealth
Texas
$515K -$1.42K -3 -0.3%
MCM
812
McRae Capital Management
New Jersey
$508K -$47.5K -100 -9%
SA
813
Sovran Advisors
California
$506K -$83K -175 -15%
AP
814
Anchyra Partners
Georgia
$504K +$488K +1,028 New
WIC
815
Woodmont Investment Counsel
Tennessee
$503K
SAG
816
SageView Advisory Group
California
$501K -$65K -137 -12%
SWM
817
Sterling Wealth Management
Illinois
$501K -$475 -1 -0.1%
EPW
818
Evolve Private Wealth
California
$501K +$485K +1,021 New
QFA
819
Quantum Financial Advisors
California
$499K -$76.9K -162 -14%
FBFS
820
First Business Financial Services
Wisconsin
$498K
FSA
821
Fort Sheridan Advisors
Illinois
$497K
ST
822
Somerset Trust
Pennsylvania
$496K +$1.42K +3 +0.3%
SPF
823
South Plains Financial
Texas
$491K +$38K +80 +9%
AFM
824
Armstrong Fleming & Moore
District of Columbia
$490K
FCMC
825
Founders Capital Management (Connecticut)
Connecticut
$490K