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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
BMCM
926
Bryn Mawr Capital Management
Pennsylvania
$375K +$24.7K +52 +7%
APA
927
Astoria Portfolio Advisors
New York
$374K +$43.2K +91 +12%
CCM
928
Canal Capital Management
Virginia
$372K
RFW
929
Rainier Family Wealth
Washington
$369K
ATPW
930
Ashton Thomas Private Wealth
Arizona
$369K +$134K +283 +60%
CSPIA
931
Cary Street Partners Investment Advisory
Virginia
$368K +$7.59K +16 +2%
BHBT
932
Burke & Herbert Bank & Trust
Virginia
$368K
WA
933
WealthTrust Axiom
Pennsylvania
$367K
OLA
934
Oliver Luxxe Assets
New Jersey
$366K -$278K -586 -44%
TAM
935
Tocqueville Asset Management
New York
$366K +$354K +747 New
OFS
936
Oldfather Financial Services
Nebraska
$365K +$114K +241 +48%
FFS
937
Founders Financial Securities
Maryland
$364K +$25.6K +54 +8%
BBES
938
Buffalo Business & Estate Services
New York
$363K +$351K +740 New
CFG
939
Clayton Financial Group
Missouri
$362K +$3.32K +7 +1%
KFGK
940
Keystone Financial Group (Kentucky)
Kentucky
$361K
NFG
941
Northeast Financial Group
Pennsylvania
$360K
CC
942
Chicago Capital
Illinois
$358K +$1.42K +3 +0.4%
EH
943
Equitable Holdings
New York
$358K -$254K -536 -42%
SCM
944
SCS Capital Management
Massachusetts
$355K -$475 -1 -0.1%
RG
945
Renaissance Group
Kentucky
$355K +$4.27K +9 +1%
CCMG
946
Clark Capital Management Group
Pennsylvania
$354K -$76.4K -161 -18%
PIM
947
Progressive Investment Management
Oregon
$353K
OWM
948
OneAscent Wealth Management
Alabama
$353K -$6.64K -14 -2%
DWM
949
Dakota Wealth Management
Florida
$352K +$38K +80 +13%
TCBWMS
950
Texas Capital Bank Wealth Management Services
Texas
$346K +$1.9K +4 +0.6%