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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
CI
851
Cigna Investments
Connecticut
$458K
OF
852
Optimize Financial
California
$458K +$5.7K +12 +1%
HBT
853
Hills Bank & Trust
Iowa
$457K +$475 +1 +0.1%
AWM
854
Avior Wealth Management
Nebraska
$455K +$475 +1 +0.1%
CG
855
Cynosure Group
Utah
$454K +$439K +926 New
JFGIW
856
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$454K -$154K -324 -26%
CFM
857
Catalyst Funds Management
Australia
$451K +$199K +420 +84%
Capstone Investment Advisors
858
Capstone Investment Advisors
New York
$451K -$101K -213 -19%
BMC
859
Beaton Management Company
Massachusetts
$446K
CFG
860
Carr Financial Group
Massachusetts
$445K +$20.9K +44 +5%
KFP
861
KMG Fiduciary Partners
Ohio
$445K -$43.2K -91 -9%
WJWM
862
Williams Jones Wealth Management
New York
$445K +$8.54K +18 +2%
FGP
863
Freestone Grove Partners
California
$444K -$1.18M -2,487 -73%
EFS
864
Essex Financial Services
Connecticut
$443K +$9.96K +21 +2%
CCG
865
Ceeto Capital Group
Florida
$442K +$475 +1 +0.1%
PGFC
866
Peapack-Gladstone Financial Corp
New Jersey
$439K -$1.9K -4 -0.4%
LIM
867
Leavell Investment Management
Alabama
$438K
PWP
868
Perfromance Wealth Partners
Illinois
$436K
VW
869
Vantus Wealth
Pennsylvania
$436K +$422K +889 New
PWMAG
870
Pinnacle Wealth Management Advisory Group
New Jersey
$432K +$72.1K +152 +21%
EA
871
Everpar Advisors
Oklahoma
$431K -$83.5K -176 -17%
PWAM
872
Private Wealth Asset Management
Iowa
$431K
SCM
873
Shelton Capital Management
Colorado
$430K
EP
874
Essential Partners
California
$429K +$207K +436 +99%
RA
875
Ransom Advisory
Rhode Island
$427K -$71.2K -150 -15%