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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
TCM
1101
Tufton Capital Management
Maryland
$223K
RT
1102
Rockland Trust
Massachusetts
$223K
R
1103
Rebalance
California
$222K
RCAG
1104
Rehmann Capital Advisory Group
Michigan
$221K
MPW
1105
MASECO Private Wealth
$221K
VFG
1106
Victory Financial Group
Texas
$221K
PSB
1107
Passumpsic Savings Bank
Vermont
$221K
BHWM
1108
Bar Harbor Wealth Management
New Hampshire
$220K
GWM
1109
Greenwich Wealth Management
Connecticut
$220K
CAM
1110
Concorde Asset Management
Michigan
$219K
FFG
1111
Fiduciary Financial Group
California
$218K
GIA
1112
GHP Investment Advisors
Colorado
$217K
APG
1113
Abacus Planning Group
South Carolina
$216K
PL
1114
Plancorp LLC
Missouri
$215K
FIA
1115
Foundations Investment Advisors
Arizona
$214K
TIA
1116
Tiemann Investment Advisors
California
$214K
MCM
1117
Marathon Capital Management
Maryland
$213K
CCMG
1118
Connecticut Capital Management Group
Connecticut
$213K
HBS
1119
Howard Bailey Securities
Indiana
$213K
RCM
1120
RB Capital Management
Nevada
$212K
SFGM
1121
Stonebridge Financial Group (Missouri)
Missouri
$212K
HDIM
1122
Hanson & Doremus Investment Management
Vermont
$212K
BG
1123
Bahl & Gaynor
Ohio
$212K
SPC
1124
Sigma Planning Corp
Michigan
$211K
CI Investments Inc
1125
CI Investments Inc
Ontario, Canada
$210K