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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
CAC
1001
Core Alternative Capital
Georgia
$292K
WWC
1002
Waypoint Wealth Counsel
Georgia
$290K
QFW
1003
QTR Family Wealth
Florida
$289K
SAM
1004
Sagewood Asset Management
New York
$288K
WCM
1005
Washington Capital Management
Washington
$287K
CPWA
1006
Cerro Pacific Wealth Advisors
California
$285K
ACM
1007
AUA Capital Management
Pennsylvania
$283K
GM
1008
GeoWealth Management
Illinois
$282K
LSWP
1009
Liberty Square Wealth Partners
Pennsylvania
$280K
OCA
1010
OpenArc Corporate Advisory
Georgia
$280K
PWG
1011
Portside Wealth Group
Utah
$278K
FOA
1012
Five Oceans Advisors
California
$278K
AI
1013
Accredited Investors
Minnesota
$277K
FMI
1014
Frec Markets Inc
California
$276K
XWL
1015
XXI Wealth LLC
Illinois
$276K
HIG
1016
Heritage Investment Group
Florida
$275K
DCM
1017
DGS Capital Management
New Jersey
$275K
EB
1018
Emprise Bank
Kansas
$274K
VC
1019
Veery Capital
Delaware
$271K
CFP
1020
Cascade Financial Partners
California
$271K
CPG
1021
Cornerstone Planning Group
New Jersey
$270K
TIM
1022
Tortoise Investment Management
New York
$270K
HGA
1023
Hobbs Group Advisors
South Carolina
$270K
PTC
1024
Philadelphia Trust Company
Pennsylvania
$270K
WAM
1025
Walker Asset Management
Missouri
$269K