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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
KFS
1026
Kelly Financial Services
Massachusetts
$260K
G
1027
GenTrust
Florida
$258K
FWP
1028
FAS Wealth Partners
Kansas
$258K
SBWIC
1029
Schaper Benz & Wise Investment Counsel
Wisconsin
$258K
CI
1030
Conning Inc
Connecticut
$257K
WIC
1031
Wilkins Investment Counsel
Massachusetts
$257K
JC
1032
JBF Capital
Colorado
$257K
MWM
1033
MOR Wealth Management
Pennsylvania
$257K
TAFW
1034
Tred Avon Family Wealth
Maryland
$256K
CAG
1035
Csenge Advisory Group
Florida
$255K
PCM
1036
Penserra Capital Management
California
$254K
CSIC
1037
Clifford Swan Investment Counsel
California
$254K
NI
1038
Natural Investments
California
$252K
MFF
1039
Michels Family Financial
Texas
$252K
HKIMG
1040
Hutchens & Kramer Investment Management Group
Indiana
$252K
EFG
1041
Everhart Financial Group
Ohio
$251K
CWM
1042
Calamos Wealth Management
Illinois
$251K
AWE
1043
Avidian Wealth Enterprises
Texas
$250K
MWM
1044
Maridea Wealth Management
New York
$248K
APP
1045
Avantax Planning Partners
Iowa
$248K
GLLW
1046
Graves Light Lenhart Wealth
Virginia
$248K
OIS
1047
Okabena Investment Services
Minnesota
$248K
BFIM
1048
Beese Fulmer Investment Management
Ohio
$248K
CFSG
1049
Clark Financial Services Group
Missouri
$247K
RWM
1050
Revisor Wealth Management
Ohio
$247K