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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 87 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

103% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 87

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

5% more funds holding

Funds holding: 1,3601,424 (+64)

1.73% more ownership

Funds ownership: 84.34%86.07% (+1.7%)

0% more capital invested

Capital invested by funds: $39B → $39.2B (+$172M)

12% less repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 514

Holders
1,424
Holders Change
+64
Holders Change %
+4.71%
% 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
87
Calls
$73.9M
Puts
$31.6M
Net Calls
+$42.4M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KCP
1076
Kera Capital Partners
California
$240K +$216K +456 New
SG
1077
StoneX Group
New York
$240K +$231K +486 New
WWM
1078
Western Wealth Management
Colorado
$240K +$29.4K +62 +14%
EWA
1079
Exencial Wealth Advisors
Oklahoma
$240K +$232K +489 New
PTP
1080
Platform Technology Partners
New York
$239K +$2.85K +6 +1%
SC
1081
Scotia Capital
Ontario, Canada
$238K -$80.2K -169 -26%
BWAM
1082
Boyd Watterson Asset Management
Ohio
$237K +$11.4K +24 +5%
WAP
1083
Wealthcare Advisory Partners
Pennsylvania
$236K -$5.7K -12 -2%
OWP
1084
ORG Wealth Partners
Texas
$236K
CAM
1085
Cozad Asset Management
Illinois
$236K +$33.2K +70 +17%
TC
1086
Trust Company
Kansas
$236K +$228K +481 New
KAM
1087
Knightsbridge Asset Management
California
$235K +$228K +480 New
CIM
1088
Confluence Investment Management
Missouri
$235K
SDIC
1089
South Dakota Investment Council
South Dakota
$235K +$228K +480 New
GWANC
1090
Guardian Wealth Advisors (North Carolina)
North Carolina
$235K -$1.42K -3 -0.6%
ACM
1091
Argent Capital Management
Missouri
$234K
IA
1092
Invested Advisors
Pennsylvania
$234K +$226K +477 New
HIA
1093
Harbor Investment Advisory
Maryland
$233K +$28.9K +61 +15%
ETC
1094
Exchange Traded Concepts
Oklahoma
$233K -$108K -227 -32%
FWP
1095
Flatrock Wealth Partners
California
$233K +$225K +474 New
CTWM
1096
Cherry Tree Wealth Management
Minnesota
$232K
AFT
1097
Alpha Family Trust
California
$230K
SYBT
1098
Stock Yards Bank & Trust
Kentucky
$230K -$8.07K -17 -3%
AWA
1099
Arete Wealth Advisors
Illinois
$229K -$5.7K -12 -3%
SFC
1100
SYM Financial Corp
Indiana
$229K +$222K +467 New