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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
BHBT
926
Burke & Herbert Bank & Trust
Virginia
$368K
WA
927
WealthTrust Axiom
Pennsylvania
$367K
OLA
928
Oliver Luxxe Assets
New Jersey
$366K
TAM
929
Tocqueville Asset Management
New York
$366K
OFS
930
Oldfather Financial Services
Nebraska
$365K
FFS
931
Founders Financial Securities
Maryland
$364K
BBES
932
Buffalo Business & Estate Services
New York
$363K
CFG
933
Clayton Financial Group
Missouri
$362K
KFGK
934
Keystone Financial Group (Kentucky)
Kentucky
$361K
NFG
935
Northeast Financial Group
Pennsylvania
$360K
CC
936
Chicago Capital
Illinois
$358K
EH
937
Equitable Holdings
New York
$358K
SCM
938
SCS Capital Management
Massachusetts
$355K
RG
939
Renaissance Group
Kentucky
$355K
CCMG
940
Clark Capital Management Group
Pennsylvania
$354K
PIM
941
Progressive Investment Management
Oregon
$353K
OWM
942
OneAscent Wealth Management
Alabama
$353K
DWM
943
Dakota Wealth Management
Florida
$352K
TCBWMS
944
Texas Capital Bank Wealth Management Services
Texas
$346K
MEAC
945
M.E. Allison & Co
Texas
$346K
BA
946
Bellwether Advisors
Nebraska
$343K
MWM
947
Mindset Wealth Management
Indiana
$342K
AHL
948
Abel Hall LLC
Louisiana
$342K
IWM
949
IHT Wealth Management
Illinois
$341K
PPWM
950
Paragon Private Wealth Management
Kentucky
$340K