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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
OWP
1076
ORG Wealth Partners
Texas
$236K
CAM
1077
Cozad Asset Management
Illinois
$236K
TC
1078
Trust Company
Kansas
$236K
CIM
1079
Confluence Investment Management
Missouri
$235K
SDIC
1080
South Dakota Investment Council
South Dakota
$235K
GWANC
1081
Guardian Wealth Advisors (North Carolina)
North Carolina
$235K
ACM
1082
Argent Capital Management
Missouri
$234K
IA
1083
Invested Advisors
Pennsylvania
$234K
HIA
1084
Harbor Investment Advisory
Maryland
$233K
ETC
1085
Exchange Traded Concepts
Oklahoma
$233K
CTWM
1086
Cherry Tree Wealth Management
Minnesota
$232K
AFT
1087
Alpha Family Trust
California
$230K
SYBT
1088
Stock Yards Bank & Trust
Kentucky
$230K
AWA
1089
Arete Wealth Advisors
Illinois
$229K
SFC
1090
SYM Financial Corp
Indiana
$229K
HW
1091
HORAN Wealth
Ohio
$229K
1W
1092
1776 Wealth
Georgia
$227K
MA
1093
Montag & Associates
Georgia
$227K
SIA
1094
Soltis Investment Advisors
Utah
$227K
QWP
1095
Quotient Wealth Partners
Texas
$227K
QPWM
1096
Quadrant Private Wealth Management
Pennsylvania
$225K
CAL
1097
Capital Analysts LLC
Pennsylvania
$225K
CBT
1098
Crews Bank & Trust
Florida
$225K
MA
1099
Mutual Advisors
Nebraska
$224K
PCG
1100
Prosperity Consulting Group
Maryland
$224K