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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
Fisher Asset Management
901
Fisher Asset Management
Washington
$393K
SC
902
Schulhoff & Co
Ohio
$392K
WCP
903
Wick Capital Partners
Pennsylvania
$392K
SWR
904
Spahn Wealth & Retirement
Arizona
$390K
PCM
905
Prelude Capital Management
New York
$387K
AC
906
AXQ Capital
New Jersey
$387K
OWCM
907
One Wealth Capital Management
Arizona
$386K
PP
908
PDS Planning
Ohio
$386K
GAM
909
Groupama Asset Management
France
$381K
BB
910
Busey Bank
Illinois
$379K
CSC
911
Caldwell Sutter Capital
California
$379K
ITG
912
Index Technologies Group
New York
$378K
Wellington Management Group
913
Wellington Management Group
Massachusetts
$376K
AC
914
Apella Capital
Connecticut
$376K
OFS
915
OneAscent Financial Services
Alabama
$375K
BMCM
916
Bryn Mawr Capital Management
Pennsylvania
$375K
APA
917
Astoria Portfolio Advisors
New York
$374K
CCM
918
Canal Capital Management
Virginia
$372K
RFW
919
Rainier Family Wealth
Washington
$369K
ATPW
920
Ashton Thomas Private Wealth
Arizona
$369K
CSPIA
921
Cary Street Partners Investment Advisory
Virginia
$368K
BHBT
922
Burke & Herbert Bank & Trust
Virginia
$368K
WA
923
WealthTrust Axiom
Pennsylvania
$367K
OLA
924
Oliver Luxxe Assets
New Jersey
$366K
TAM
925
Tocqueville Asset Management
New York
$366K