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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
VC
1026
Veery Capital
Delaware
$271K
ZCP
1027
Z3 Capital Partners
Virginia
$271K +$262K +552 New
CPG
1028
Cornerstone Planning Group
New Jersey
$270K -$4.75K -10 -2%
TIM
1029
Tortoise Investment Management
New York
$270K -$1.42K -3 -0.5%
HGA
1030
Hobbs Group Advisors
South Carolina
$270K
PTC
1031
Philadelphia Trust Company
Pennsylvania
$270K
WAM
1032
Walker Asset Management
Missouri
$269K +$949 +2 +0.4%
RCA
1033
Resonant Capital Advisors
Wisconsin
$269K -$9.96K -21 -4%
IFG
1034
Independent Financial Group
California
$268K -$92.1K -194 -26%
CPA
1035
Capital Performance Advisors
California
$268K +$260K +547 New
WA
1036
Wealthstar Advisors
Texas
$264K
Empower Advisory Group
1037
Empower Advisory Group
Colorado
$263K +$33.7K +71 +15%
CWG
1038
Cornerstone Wealth Group
North Carolina
$261K -$35.6K -75 -12%
KFS
1039
Kelly Financial Services
Massachusetts
$260K -$23.3K -49 -8%
G
1040
GenTrust
Florida
$258K +$250K +527 New
FWP
1041
FAS Wealth Partners
Kansas
$258K +$250K +526 New
SBWIC
1042
Schaper Benz & Wise Investment Counsel
Wisconsin
$258K
CI
1043
Conning Inc
Connecticut
$257K -$68.8K -145 -22%
JC
1044
JBF Capital
Colorado
$257K
WIC
1045
Wilkins Investment Counsel
Massachusetts
$257K
MWM
1046
MOR Wealth Management
Pennsylvania
$257K +$249K +525 New
TAFW
1047
Tred Avon Family Wealth
Maryland
$256K +$248K +522 New
CAG
1048
Csenge Advisory Group
Florida
$255K +$16.6K +35 +7%
PCM
1049
Penserra Capital Management
California
$254K -$6.17K -13 -2%
CSIC
1050
Clifford Swan Investment Counsel
California
$254K