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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
851
Avior Wealth Management
Nebraska
$455K
CG
852
Cynosure Group
Utah
$454K
JFGIW
853
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$454K
CFM
854
Catalyst Funds Management
Australia
$451K
Capstone Investment Advisors
855
Capstone Investment Advisors
New York
$451K
BMC
856
Beaton Management Company
Massachusetts
$446K
CFG
857
Carr Financial Group
Massachusetts
$445K
KFP
858
KMG Fiduciary Partners
Ohio
$445K
WJWM
859
Williams Jones Wealth Management
New York
$445K
FGP
860
Freestone Grove Partners
California
$444K
EFS
861
Essex Financial Services
Connecticut
$443K
CCG
862
Ceeto Capital Group
Florida
$442K
PGFC
863
Peapack-Gladstone Financial Corp
New Jersey
$439K
LIM
864
Leavell Investment Management
Alabama
$438K
PWP
865
Perfromance Wealth Partners
Illinois
$436K
VW
866
Vantus Wealth
Pennsylvania
$436K
PWMAG
867
Pinnacle Wealth Management Advisory Group
New Jersey
$432K
EA
868
Everpar Advisors
Oklahoma
$431K
PWAM
869
Private Wealth Asset Management
Iowa
$431K
SCM
870
Shelton Capital Management
Colorado
$430K
RA
871
Ransom Advisory
Rhode Island
$427K
NWWA
872
New Wave Wealth Advisors
Arkansas
$426K
FCP
873
Fidelis Capital Partners
Florida
$424K
HCM
874
Hengehold Capital Management
Ohio
$424K
KWA
875
Kingswood Wealth Advisors
California
$421K