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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
KIA
1051
KCM Investment Advisors
California
$247K
DIM
1052
Delta Investment Management
California
$246K
SCM
1053
Sunbeam Capital Management
Georgia
$246K
OC
1054
Oppenheimer & Co
New York
$245K
RWA
1055
River Wealth Advisors
Pennsylvania
$245K
BMA
1056
Brooks Moore & Associates
Tennessee
$245K
TFA
1057
Transamerica Financial Advisors
Florida
$245K
RWP
1058
Revolve Wealth Partners
New Jersey
$244K
CGL
1059
Clarius Group LLC
Washington
$244K
WA
1060
WBH Advisory
Maryland
$242K
CAM
1061
Cidel Asset Management
Ontario, Canada
$242K
PFM
1062
Patton Fund Management
Texas
$242K
KCP
1063
Kera Capital Partners
California
$240K
SG
1064
StoneX Group
New York
$240K
WWM
1065
Western Wealth Management
Colorado
$240K
EWA
1066
Exencial Wealth Advisors
Oklahoma
$240K
PTP
1067
Platform Technology Partners
New York
$239K
SC
1068
Scotia Capital
Ontario, Canada
$238K
BWAM
1069
Boyd Watterson Asset Management
Ohio
$237K
WAP
1070
Wealthcare Advisory Partners
Pennsylvania
$236K
OWP
1071
ORG Wealth Partners
Texas
$236K
CAM
1072
Cozad Asset Management
Illinois
$236K
TC
1073
Trust Company
Kansas
$236K
CIM
1074
Confluence Investment Management
Missouri
$235K
SDIC
1075
South Dakota Investment Council
South Dakota
$235K