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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
AWM
801
Aries Wealth Management
Maine
$530K
MPWS
802
McCarter Private Wealth Services
Massachusetts
$530K
DCM
803
Dorato Capital Management
Colorado
$525K
EW
804
Evoke Wealth
California
$525K
AFG
805
Atomi Financial Group
New York
$524K
BFG
806
Beacon Financial Group
Texas
$522K
CTC
807
Cetera Trust Company
Minnesota
$515K
EW
808
Enzi Wealth
Texas
$515K
MCM
809
McRae Capital Management
New Jersey
$508K
SA
810
Sovran Advisors
California
$506K
AP
811
Anchyra Partners
Georgia
$504K
WIC
812
Woodmont Investment Counsel
Tennessee
$503K
SAG
813
SageView Advisory Group
California
$501K
SWM
814
Sterling Wealth Management
Illinois
$501K
EPW
815
Evolve Private Wealth
California
$501K
QFA
816
Quantum Financial Advisors
California
$499K
FBFS
817
First Business Financial Services
Wisconsin
$498K
FSA
818
Fort Sheridan Advisors
Illinois
$497K
ST
819
Somerset Trust
Pennsylvania
$496K
SPF
820
South Plains Financial
Texas
$491K
FCMC
821
Founders Capital Management (Connecticut)
Connecticut
$490K
AFM
822
Armstrong Fleming & Moore
District of Columbia
$490K
EI
823
Ellevest Inc
New York
$489K
PFGIA
824
Patriot Financial Group Insurance Agency
Massachusetts
$488K
PNC
825
Park National Corp
Ohio
$488K