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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
PSB
1101
Passumpsic Savings Bank
Vermont
$221K
BHWM
1102
Bar Harbor Wealth Management
New Hampshire
$220K
GWM
1103
Greenwich Wealth Management
Connecticut
$220K
CAM
1104
Concorde Asset Management
Michigan
$219K
FFG
1105
Fiduciary Financial Group
California
$218K
GIA
1106
GHP Investment Advisors
Colorado
$217K
APG
1107
Abacus Planning Group
South Carolina
$216K
PL
1108
Plancorp LLC
Missouri
$215K
FIA
1109
Foundations Investment Advisors
Arizona
$214K
TIA
1110
Tiemann Investment Advisors
California
$214K
MCM
1111
Marathon Capital Management
Maryland
$213K
CCMG
1112
Connecticut Capital Management Group
Connecticut
$213K
HBS
1113
Howard Bailey Securities
Indiana
$213K
RCM
1114
RB Capital Management
Nevada
$212K
SFGM
1115
Stonebridge Financial Group (Missouri)
Missouri
$212K
HDIM
1116
Hanson & Doremus Investment Management
Vermont
$212K
BG
1117
Bahl & Gaynor
Ohio
$212K
SPC
1118
Sigma Planning Corp
Michigan
$211K
CI Investments Inc
1119
CI Investments Inc
Ontario, Canada
$210K
RFP
1120
Root Financial Partners
California
$210K
IFO
1121
Independent Family Office
New York
$210K
AIA
1122
AssuredPartners Investment Advisors
Florida
$210K
TPWM
1123
Twelve Points Wealth Management
Massachusetts
$209K
VC
1124
Vicus Capital
Pennsylvania
$209K
NRC
1125
New Republic Capital
North Carolina
$209K