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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
MAM
976
Meeder Asset Management
Ohio
$314K -$475 -1 -0.2%
FWIA
977
Fort Washington Investment Advisors
Ohio
$313K -$96.8K -204 -24%
YIA
978
YHB Investment Advisors
Connecticut
$313K -$1.42K -3 -0.5%
SP
979
SmartHarvest Portfolios
Washington
$312K +$302K +637 New
AIM
980
Advyzon Investment Management
Illinois
$312K +$302K +636 New
SFWC
981
Strategic Family Wealth Counselors
New Jersey
$311K +$299K +631 New
LFA
982
Legacy Financial Advisors
Kentucky
$308K +$21.8K +46 +8%
MIM
983
MTM Investment Management
South Carolina
$307K
SF
984
Sun Financial
Utah
$307K +$297K +626 New
BWP
985
Burling Wealth Partners
Illinois
$306K -$32.7K -69 -10%
CMF
986
Counterpoint Mutual Funds
California
$306K +$297K +625 New
FNBOO
987
First National Bank of Omaha
Nebraska
$306K +$297K +625 New
PFSC
988
Peoples Financial Services Corp
Pennsylvania
$306K
ATFA
989
All Terrain Financial Advisors
Minnesota
$305K
CCA
990
Coign Capital Advisors
Utah
$305K
IIM
991
Illumine Investment Management
Washington
$305K
GA
992
Greenspring Advisors
Maryland
$305K +$295K +621 New
CAMG
993
CWA Asset Management Group
Florida
$304K -$10.4K -22 -3%
CCFCSB
994
Cape Cod Five Cents Savings Bank
Massachusetts
$303K
BTI
995
Blue Trust Inc
Georgia
$303K -$105K -222 -26%
DMBA
996
Deseret Mutual Benefit Administrators
Utah
$302K +$14.7K +31 +5%
CWM
997
Chesapeake Wealth Management
Virginia
$302K
FPW
998
Fairvoy Private Wealth
Alabama
$300K -$2.73M -5,758 -90%
CA
999
Commerzbank Aktiengesellschaft
Germany
$300K -$14.2K -30 -5%
MA
1000
MONECO Advisors
Connecticut
$297K -$8.54K -18 -3%