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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
PPWM
901
PFG Private Wealth Management
Florida
$401K +$388K +818 New
SCM
902
Schnieders Capital Management
California
$401K +$14.2K +30 +4%
PCP
903
Perbak Capital Partners
United Kingdom
$399K -$429K -903 -53%
CIG
904
Cairn Investment Group
Washington
$399K
AWM
905
Accurate Wealth Management
Florida
$397K +$17.1K +36 +5%
CCA
906
Childress Capital Advisors
Texas
$395K -$10.4K -22 -3%
CI
907
CX Institutional
Indiana
$395K +$2.37K +5 +0.6%
MWM
908
MorganRosel Wealth Management
Colorado
$395K -$532K -1,121 -58%
FFN
909
Focus Financial Network
Minnesota
$394K -$208K -439 -35%
Fisher Asset Management
910
Fisher Asset Management
Washington
$393K +$164K +345 +75%
SC
911
Schulhoff & Co
Ohio
$392K
WCP
912
Wick Capital Partners
Pennsylvania
$392K +$380K +800 New
SWR
913
Spahn Wealth & Retirement
Arizona
$390K
PCM
914
Prelude Capital Management
New York
$387K +$91.1K +192 +32%
AC
915
AXQ Capital
New Jersey
$387K +$374K +789 New
OWCM
916
One Wealth Capital Management
Arizona
$386K +$45.6K +96 +14%
PP
917
PDS Planning
Ohio
$386K -$60.3K -127 -14%
FNT
918
First Nebraska Trust
Nebraska
$384K
GAM
919
Groupama Asset Management
France
$381K -$38.9K -82 -10%
BB
920
Busey Bank
Illinois
$379K -$45.6K -96 -11%
CSC
921
Caldwell Sutter Capital
California
$379K
ITG
922
Index Technologies Group
New York
$378K +$366K +771 New
Wellington Management Group
923
Wellington Management Group
Massachusetts
$376K -$282K -594 -44%
AC
924
Apella Capital
Connecticut
$376K +$14.7K +31 +4%
OFS
925
OneAscent Financial Services
Alabama
$375K +$137K +288 +60%