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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
IFWM
1001
Institute for Wealth Management
Colorado
$297K +$9.96K +21 +4%
AIC
1002
Argus Investors Counsel
New York
$296K -$1.42K -3 -0.5%
DWA
1003
Dougherty Wealth Advisers
Minnesota
$296K
PAM
1004
Paradigm Asset Management
New York
$294K
VCAM
1005
Van Cleef Asset Management
Ohio
$294K
BCV
1006
Banque Cantonale Vaudoise
Switzerland
$293K -$561K -1,182 -66%
CAC
1007
Core Alternative Capital
Georgia
$292K -$1.42K -3 -0.5%
WWC
1008
Waypoint Wealth Counsel
Georgia
$290K +$281K +592 New
QFW
1009
QTR Family Wealth
Florida
$289K +$271K +571 New
SAM
1010
Sagewood Asset Management
New York
$288K +$279K +588 New
WCM
1011
Washington Capital Management
Washington
$287K
CPWA
1012
Cerro Pacific Wealth Advisors
California
$285K -$475 -1 -0.2%
ACM
1013
AUA Capital Management
Pennsylvania
$283K
GM
1014
GeoWealth Management
Illinois
$282K +$56.5K +119 +26%
LSWP
1015
Liberty Square Wealth Partners
Pennsylvania
$280K
OCA
1016
OpenArc Corporate Advisory
Georgia
$280K +$271K +572 New
PWG
1017
Portside Wealth Group
Utah
$278K -$12.3K -26 -4%
FOA
1018
Five Oceans Advisors
California
$278K -$475 -1 -0.2%
AI
1019
Accredited Investors
Minnesota
$277K -$1.42K -3 -0.5%
FMI
1020
Frec Markets Inc
California
$276K +$267K +563 New
XWL
1021
XXI Wealth LLC
Illinois
$276K +$267K +563 New
HIG
1022
Heritage Investment Group
Florida
$275K +$30.4K +64 +13%
DCM
1023
DGS Capital Management
New Jersey
$275K +$266K +560 New
EB
1024
Emprise Bank
Kansas
$274K
CFP
1025
Cascade Financial Partners
California
$271K