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Ameriprise Financial

1,399 hedge funds and large institutions have $38.9B invested in Ameriprise Financial in 2025 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 446 increasing their positions, 509 reducing their positions, and 86 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:

1.02% more ownership

Funds ownership: 84.27%85.29% (+1%)

0% less capital invested

Capital invested by funds: $39B → $38.9B (-$146M)

12% less repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 509

Holders
1,399
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
CPWA
1001
Cerro Pacific Wealth Advisors
California
$285K
ACM
1002
AUA Capital Management
Pennsylvania
$283K
GM
1003
GeoWealth Management
Illinois
$282K
LSWP
1004
Liberty Square Wealth Partners
Pennsylvania
$280K
OCA
1005
OpenArc Corporate Advisory
Georgia
$280K
PWG
1006
Portside Wealth Group
Utah
$278K
FOA
1007
Five Oceans Advisors
California
$278K
AI
1008
Accredited Investors
Minnesota
$277K
FMI
1009
Frec Markets Inc
California
$276K
XWL
1010
XXI Wealth LLC
Illinois
$276K
HIG
1011
Heritage Investment Group
Florida
$275K
DCM
1012
DGS Capital Management
New Jersey
$275K
EB
1013
Emprise Bank
Kansas
$274K
VC
1014
Veery Capital
Delaware
$271K
CFP
1015
Cascade Financial Partners
California
$271K
CPG
1016
Cornerstone Planning Group
New Jersey
$270K
TIM
1017
Tortoise Investment Management
New York
$270K
HGA
1018
Hobbs Group Advisors
South Carolina
$270K
PTC
1019
Philadelphia Trust Company
Pennsylvania
$270K
WAM
1020
Walker Asset Management
Missouri
$269K
RCA
1021
Resonant Capital Advisors
Wisconsin
$269K
CPA
1022
Capital Performance Advisors
California
$268K
WA
1023
Wealthstar Advisors
Texas
$264K
Empower Advisory Group
1024
Empower Advisory Group
Colorado
$263K
CWG
1025
Cornerstone Wealth Group
North Carolina
$261K