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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
GLLW
1051
Graves Light Lenhart Wealth
Virginia
$248K
OIS
1052
Okabena Investment Services
Minnesota
$248K
BFIM
1053
Beese Fulmer Investment Management
Ohio
$248K
CFSG
1054
Clark Financial Services Group
Missouri
$247K
RWM
1055
Revisor Wealth Management
Ohio
$247K
KIA
1056
KCM Investment Advisors
California
$247K
DIM
1057
Delta Investment Management
California
$246K
SCM
1058
Sunbeam Capital Management
Georgia
$246K
OC
1059
Oppenheimer & Co
New York
$245K
RWA
1060
River Wealth Advisors
Pennsylvania
$245K
BMA
1061
Brooks Moore & Associates
Tennessee
$245K
TFA
1062
Transamerica Financial Advisors
Florida
$245K
RWP
1063
Revolve Wealth Partners
New Jersey
$244K
CGL
1064
Clarius Group LLC
Washington
$244K
WA
1065
WBH Advisory
Maryland
$242K
CAM
1066
Cidel Asset Management
Ontario, Canada
$242K
PFM
1067
Patton Fund Management
Texas
$242K
KCP
1068
Kera Capital Partners
California
$240K
SG
1069
StoneX Group
New York
$240K
WWM
1070
Western Wealth Management
Colorado
$240K
EWA
1071
Exencial Wealth Advisors
Oklahoma
$240K
PTP
1072
Platform Technology Partners
New York
$239K
SC
1073
Scotia Capital
Ontario, Canada
$238K
BWAM
1074
Boyd Watterson Asset Management
Ohio
$237K
WAP
1075
Wealthcare Advisory Partners
Pennsylvania
$236K