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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
HW
1101
HORAN Wealth
Ohio
$229K -$949 -2 -0.4%
1W
1102
1776 Wealth
Georgia
$227K -$18.5K -39 -8%
MA
1103
Montag & Associates
Georgia
$227K +$133K +280 +154%
SIA
1104
Soltis Investment Advisors
Utah
$227K +$219K +462 New
QWP
1105
Quotient Wealth Partners
Texas
$227K -$3.32K -7 -1%
QPWM
1106
Quadrant Private Wealth Management
Pennsylvania
$225K -$475 -1 -0.2%
CAL
1107
Capital Analysts LLC
Pennsylvania
$225K -$163K -344 -43%
CBT
1108
Crews Bank & Trust
Florida
$225K
MA
1109
Mutual Advisors
Nebraska
$224K -$3.8K -8 -2%
PCG
1110
Prosperity Consulting Group
Maryland
$224K +$216K +456 New
TCM
1111
Tufton Capital Management
Maryland
$223K -$35.6K -75 -14%
RT
1112
Rockland Trust
Massachusetts
$223K +$949 +2 +0.4%
R
1113
Rebalance
California
$222K -$9.02K -19 -4%
RCAG
1114
Rehmann Capital Advisory Group
Michigan
$221K -$46.5K -98 -18%
MPW
1115
MASECO Private Wealth
$221K -$50.8K -107 -19%
VFG
1116
Victory Financial Group
Texas
$221K +$949 +2 +0.4%
JF
1117
JMN Financial
Ohio
$221K +$214K +450 New
PSB
1118
Passumpsic Savings Bank
Vermont
$221K +$214K +450 New
BHWM
1119
Bar Harbor Wealth Management
New Hampshire
$220K
GWM
1120
Greenwich Wealth Management
Connecticut
$220K +$213K +448 New
CAM
1121
Concorde Asset Management
Michigan
$219K -$949 -2 -0.4%
FFG
1122
Fiduciary Financial Group
California
$218K +$211K +444 New
GIA
1123
GHP Investment Advisors
Colorado
$217K +$8.07K +17 +4%
APG
1124
Abacus Planning Group
South Carolina
$216K -$9.96K -21 -5%
PL
1125
Plancorp LLC
Missouri
$215K -$475 -1 -0.2%