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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
EI
826
Ellevest Inc
New York
$489K +$46.5K +98 +11%
PFGIA
827
Patriot Financial Group Insurance Agency
Massachusetts
$488K -$1.42K -3 -0.3%
PNC
828
Park National Corp
Ohio
$488K +$56.5K +119 +14%
MCM
829
MV Capital Management
Maryland
$486K
EHC
830
Everett Harris & Co
California
$486K
RB
831
Renasant Bank
Mississippi
$483K -$7.59K -16 -2%
DCBT
832
Dakota Community Bank & Trust
North Dakota
$483K +$20.9K +44 +5%
LI
833
LMCG Investments
Massachusetts
$477K -$11.4K -24 -2%
CCA
834
Checchi Capital Advisers
California
$476K -$24.2K -51 -5%
HI
835
Harbour Investments
Wisconsin
$476K -$16.6K -35 -3%
LSA
836
Leonteq Securities AG
Switzerland
$476K -$72.6K -153 -14%
BA
837
Bridgewater Advisors
New York
$475K -$949 -2 -0.2%
BPCE
838
Bank Pictet & Cie (Europe)
Germany
$475K +$125K +263 +37%
PA
839
Profund Advisors
Maryland
$474K -$180K -380 -28%
ACM
840
Aljian Capital Management
Nevada
$472K -$9.02K -19 -2%
EW
841
Entruity Wealth
California
$471K
CW
842
CreativeOne Wealth
Kansas
$467K +$1.9K +4 +0.4%
B
843
Bailard
California
$466K -$475 -1 -0.1%
CFGA
844
Cambridge Financial Group (Arizona)
Arizona
$465K
WT
845
Whittier Trust
California
$465K +$23.7K +50 +6%
HSA
846
HBK Sorce Advisory
Pennsylvania
$464K -$9.02K -19 -2%
ICP
847
Interchange Capital Partners
Pennsylvania
$460K +$27K +57 +6%
SWM
848
Sendero Wealth Management
Texas
$459K +$43.2K +91 +11%
SB
849
Sunflower Bank
Texas
$459K -$24.2K -51 -5%
HPBT
850
Hickory Point Bank & Trust
Illinois
$458K