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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
NI
1051
Natural Investments
California
$252K +$21.4K +45 +10%
MFF
1052
Michels Family Financial
Texas
$252K -$271K -572 -53%
HKIMG
1053
Hutchens & Kramer Investment Management Group
Indiana
$252K -$475 -1 -0.2%
EFG
1054
Everhart Financial Group
Ohio
$251K -$475 -1 -0.2%
CWM
1055
Calamos Wealth Management
Illinois
$251K +$243K +512 New
AWE
1056
Avidian Wealth Enterprises
Texas
$250K +$13.8K +29 +6%
MWM
1057
Maridea Wealth Management
New York
$248K -$42.7K -90 -15%
APP
1058
Avantax Planning Partners
Iowa
$248K -$3.8K -8 -2%
GLLW
1059
Graves Light Lenhart Wealth
Virginia
$248K
OIS
1060
Okabena Investment Services
Minnesota
$248K
BFIM
1061
Beese Fulmer Investment Management
Ohio
$248K +$240K +505 New
CFSG
1062
Clark Financial Services Group
Missouri
$247K -$2.37K -5 -1%
RWM
1063
Revisor Wealth Management
Ohio
$247K
KIA
1064
KCM Investment Advisors
California
$247K -$7.12K -15 -3%
DIM
1065
Delta Investment Management
California
$246K +$3.32K +7 +1%
SCM
1066
Sunbeam Capital Management
Georgia
$246K +$475 +1 +0.2%
OC
1067
Oppenheimer & Co
New York
$245K -$124K -262 -34%
RWA
1068
River Wealth Advisors
Pennsylvania
$245K -$8.07K -17 -3%
BMA
1069
Brooks Moore & Associates
Tennessee
$245K
TFA
1070
Transamerica Financial Advisors
Florida
$245K +$23.7K +50 +11%
RWP
1071
Revolve Wealth Partners
New Jersey
$244K -$6.17K -13 -3%
CGL
1072
Clarius Group LLC
Washington
$244K -$109K -230 -32%
WA
1073
WBH Advisory
Maryland
$242K
CAM
1074
Cidel Asset Management
Ontario, Canada
$242K
PFM
1075
Patton Fund Management
Texas
$242K -$15.2K -32 -6%