We are live on ! Find out more
AMP icon

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
MEAC
951
M.E. Allison & Co
Texas
$346K
BA
952
Bellwether Advisors
Nebraska
$343K -$2.12M -4,464 -86%
MWM
953
Mindset Wealth Management
Indiana
$342K
AHL
954
Abel Hall LLC
Louisiana
$342K +$28K +59 +9%
IWM
955
IHT Wealth Management
Illinois
$341K +$4.27K +9 +1%
PPWM
956
Paragon Private Wealth Management
Kentucky
$340K +$59.8K +126 +22%
7WCP
957
71 West Capital Partners
Massachusetts
$339K +$328K +692 New
NAS
958
Nicolet Advisory Services
Wisconsin
$339K +$1.42K +3 +0.5%
PPC
959
Park Place Capital
Alabama
$339K -$9.96K -21 -3%
AG
960
Ascent Group
Virginia
$338K -$53.6K -113 -14%
SMC
961
Smith, Moore & Co
Missouri
$335K -$21.8K -46 -6%
AIM
962
Acropolis Investment Management
Missouri
$330K
LNB
963
Ledyard National Bank
$329K -$18K -38 -5%
NB
964
Northwest Bancshares
Pennsylvania
$327K
PA
965
PharVision Advisers
Florida
$326K +$100K +211 +46%
FFP
966
FourThought Financial Partners
Florida
$324K +$313K +660 New
JTWM
967
Jackson Thornton Wealth Management
Alabama
$323K +$300K +633 New
SW
968
SlateStone Wealth
Florida
$322K +$11.4K +24 +4%
ORG
969
Optimist Retirement Group
Washington
$320K +$6.64K +14 +2%
GHAM
970
Gilman Hill Asset Management
Connecticut
$319K +$62.6K +132 +24%
HCM
971
Howard Capital Management
Georgia
$317K +$1.42K +3 +0.5%
ACM
972
AlphaStar Capital Management
North Carolina
$317K +$307K +646 New
VA
973
Valmark Advisers
Ohio
$316K
RFM
974
Royal Fund Management
Florida
$315K +$305K +643 New
NFP
975
Narus Financial Partners
Utah
$315K -$31.3K -66 -9%