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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
RCA
1026
Resonant Capital Advisors
Wisconsin
$269K
CPA
1027
Capital Performance Advisors
California
$268K
WA
1028
Wealthstar Advisors
Texas
$264K
Empower Advisory Group
1029
Empower Advisory Group
Colorado
$263K
CWG
1030
Cornerstone Wealth Group
North Carolina
$261K
KFS
1031
Kelly Financial Services
Massachusetts
$260K
G
1032
GenTrust
Florida
$258K
FWP
1033
FAS Wealth Partners
Kansas
$258K
SBWIC
1034
Schaper Benz & Wise Investment Counsel
Wisconsin
$258K
CI
1035
Conning Inc
Connecticut
$257K
WIC
1036
Wilkins Investment Counsel
Massachusetts
$257K
JC
1037
JBF Capital
Colorado
$257K
MWM
1038
MOR Wealth Management
Pennsylvania
$257K
TAFW
1039
Tred Avon Family Wealth
Maryland
$256K
CAG
1040
Csenge Advisory Group
Florida
$255K
PCM
1041
Penserra Capital Management
California
$254K
CSIC
1042
Clifford Swan Investment Counsel
California
$254K
NI
1043
Natural Investments
California
$252K
MFF
1044
Michels Family Financial
Texas
$252K
HKIMG
1045
Hutchens & Kramer Investment Management Group
Indiana
$252K
EFG
1046
Everhart Financial Group
Ohio
$251K
CWM
1047
Calamos Wealth Management
Illinois
$251K
AWE
1048
Avidian Wealth Enterprises
Texas
$250K
MWM
1049
Maridea Wealth Management
New York
$248K
APP
1050
Avantax Planning Partners
Iowa
$248K