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Ameriprise Financial

1,401 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 447 increasing their positions, 509 reducing their positions, and 86 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:

1.02% more ownership

Funds ownership: 84.27%85.28% (+1%)

0% less capital invested

Capital invested by funds: $39B → $38.9B (-$145M)

12% less repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 509

Holders
1,401
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
OIS
876
OneAscent Investment Solutions
Alabama
$413K
PT
877
Plimoth Trust
Massachusetts
$412K
CT
878
Colonial Trust
South Carolina
$412K
LCWP
879
Legacy Capital Wealth Partners
Arkansas
$412K
EWM
880
Evercore Wealth Management
New York
$410K
JIC
881
Joel Isaacson & Co
New York
$410K
AIP
882
Ameritas Investment Partners
Nebraska
$408K
PWPS
883
Pinnacle Wealth Planning Services
Ohio
$407K
LAM
884
LECAP Asset Management
United Kingdom
$406K
WP
885
WealthPLAN Partners
Nebraska
$406K
POIA
886
Pin Oak Investment Advisors
Texas
$405K
TWM
887
Tradition Wealth Management
Minnesota
$405K
PWM
888
Pursuit Wealth Management
Florida
$404K
IA
889
IFG Advisory
Georgia
$403K
NEWAS
890
N.E.W. Advisory Services
Wisconsin
$403K
GWWM
891
Great Waters Wealth Management
Minnesota
$401K
PPWM
892
PFG Private Wealth Management
Florida
$401K
SCM
893
Schnieders Capital Management
California
$401K
PCP
894
Perbak Capital Partners
United Kingdom
$399K
CIG
895
Cairn Investment Group
Washington
$399K
AWM
896
Accurate Wealth Management
Florida
$397K
CCA
897
Childress Capital Advisors
Texas
$395K
CI
898
CX Institutional
Indiana
$395K
MWM
899
MorganRosel Wealth Management
Colorado
$395K
FFN
900
Focus Financial Network
Minnesota
$394K