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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
NWWA
876
New Wave Wealth Advisors
Arkansas
$426K +$14.7K +31 +4%
BW
877
Bravera Wealth
North Dakota
$425K +$411K +866 New
FCP
878
Fidelis Capital Partners
Florida
$424K +$31.3K +66 +8%
HCM
879
Hengehold Capital Management
Ohio
$424K -$4.75K -10 -1%
KWA
880
Kingswood Wealth Advisors
California
$421K +$407K +858 New
FCB
881
First County Bank
Connecticut
$419K -$177K -373 -30%
KCM
882
Kathmere Capital Management
Pennsylvania
$418K +$63.6K +134 +19%
ACM
883
Advisors Capital Management
New Jersey
$415K -$14.7K -31 -4%
GBT
884
Grove Bank & Trust
Florida
$414K
OIS
885
OneAscent Investment Solutions
Alabama
$413K
PT
886
Plimoth Trust
Massachusetts
$412K +$949 +2 +0.2%
CT
887
Colonial Trust
South Carolina
$412K -$17.1K -36 -4%
LCWP
888
Legacy Capital Wealth Partners
Arkansas
$412K -$33.7K -71 -8%
EWM
889
Evercore Wealth Management
New York
$410K -$75K -158 -16%
JIC
890
Joel Isaacson & Co
New York
$410K +$142K +300 +56%
AIP
891
Ameritas Investment Partners
Nebraska
$408K -$12.8K -27 -3%
PWPS
892
Pinnacle Wealth Planning Services
Ohio
$407K -$6.64K -14 -2%
LAM
893
LECAP Asset Management
United Kingdom
$406K -$1.59M -3,353 -80%
WP
894
WealthPLAN Partners
Nebraska
$406K
POIA
895
Pin Oak Investment Advisors
Texas
$405K
TWM
896
Tradition Wealth Management
Minnesota
$405K +$5.7K +12 +1%
PWM
897
Pursuit Wealth Management
Florida
$404K +$392K +825 New
IA
898
IFG Advisory
Georgia
$403K -$3.8K -8 -1%
NEWAS
899
N.E.W. Advisory Services
Wisconsin
$403K
GWWM
900
Great Waters Wealth Management
Minnesota
$401K