AMP icon

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
FCB
876
First County Bank
Connecticut
$419K
KCM
877
Kathmere Capital Management
Pennsylvania
$418K
ACM
878
Advisors Capital Management
New Jersey
$415K
GBT
879
Grove Bank & Trust
Florida
$414K
OIS
880
OneAscent Investment Solutions
Alabama
$413K
PT
881
Plimoth Trust
Massachusetts
$412K
CT
882
Colonial Trust
South Carolina
$412K
LCWP
883
Legacy Capital Wealth Partners
Arkansas
$412K
EWM
884
Evercore Wealth Management
New York
$410K
JIC
885
Joel Isaacson & Co
New York
$410K
AIP
886
Ameritas Investment Partners
Nebraska
$408K
PWPS
887
Pinnacle Wealth Planning Services
Ohio
$407K
LAM
888
LECAP Asset Management
United Kingdom
$406K
WP
889
WealthPLAN Partners
Nebraska
$406K
POIA
890
Pin Oak Investment Advisors
Texas
$405K
TWM
891
Tradition Wealth Management
Minnesota
$405K
PWM
892
Pursuit Wealth Management
Florida
$404K
IA
893
IFG Advisory
Georgia
$403K
NEWAS
894
N.E.W. Advisory Services
Wisconsin
$403K
GWWM
895
Great Waters Wealth Management
Minnesota
$401K
PPWM
896
PFG Private Wealth Management
Florida
$401K
SCM
897
Schnieders Capital Management
California
$401K
PCP
898
Perbak Capital Partners
United Kingdom
$399K
CIG
899
Cairn Investment Group
Washington
$399K
AWM
900
Accurate Wealth Management
Florida
$397K